The bank of mum and dad: How its affecting retirees

by JBS Financial 02 Oct 2024

In recent years, the “Bank of Mum and Dad” has emerged as a significant factor in the Australian housing market. Parents, particularly retirees or those approaching retirement, are increasingly dipping into their savings, superannuation, and home equity to help their adult children purchase homes in an ever-more competitive property market. While this support can be […]

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Worried about ageing parents?

by JBS Financial 02 Oct 2024

Life can be busy and complex for the ‘sandwich generation’ who find themselves stuck between caring for grandchildren and ageing parents. Most people are unprepared for aged care because let’s face it, no-one wants to get old – but if we are lucky, we will. Families are better off being prepared. Apart from the emotional […]

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Navigating the transition to a successful retirement

by JBS Financial 9:48 pm 02 Oct 2024

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. We live in an era … [ read more ]

Will my claims payments be taxed?

by JBS Financial 9:46 pm 02 Oct 2024

Life insurance is designed to provide vital financial support to you and your loved ones during the toughest times, but will you or your beneficiaries … [ read more ]

Making the most of your retirement finances

by JBS Financial 11:45 am 23 Sep 2024

You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the distance with you? There are a range of steps … [ read more ]

6 Smart Ways to Reduce Debt Before Retirement

by JBS Financial 11:42 am 23 Sep 2024

Many Australians face carrying debt into retirement, but the good news is that there are simple steps you can take now to manage your debts while you’re … [ read more ]

New Aged Care Bill introduced

by JBS Financial 11:41 am 23 Sep 2024

The Government has introduced new Aged Care legislation to Parliament. The new legislation includes major changes to both Home Care and Residential Aged … [ read more ]

Turning 60: Is It Time to Think About Retirement Planning?

by JBS Financial 9:15 am 05 Sep 2024

Hitting the big 6-0 in Australia often brings mixed emotions. It’s a milestone that can be both exciting and a bit daunting—for many, turning 60 marks … [ read more ]

How do Aussie women’s finances stack up?

by JBS Financial 9:05 am 05 Sep 2024

Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are some small steps … [ read more ]

How old is too old for insurance?

by JBS Financial 8:59 am 05 Sep 2024

Protecting your income during your working years makes sense. But once you – or your parents – grow older, is life insurance still important? We take … [ read more ]



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