All posts by Terri Bradford

Terri Bradford

Downsizing Incentive for Seniors

By Terri Bradford

24 March 2022, 9:30 AM

As part of its "housing affordability" theme in the 2017 Federal Budget, the Federal Government is incentivising older Australians to downsize their family home by allowing them to invest the proceeds into superannuation.

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Investing is a balancing act

By Terri Bradford

04 January 2022, 10:00 AM

Investing is a bit of a balancing act - juggling the risk of investing against the returns you're hoping for. The higher the return, the higher the risk. The lower the return, the lower the risk.

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Will my capital last in retirement?

By Terri Bradford

06 December 2021, 10:00 AM

How long you continue to derive income from your saved capital will obviously depend on how much you spend each year – and how much you actually “spend” could be different to what you had "planned" for. Terri Bradford, Head of Wealth Management, looks at the numbers.

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