2024

2024

Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free from age 60. How a

Read More »

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether you want

Read More »

Joint accounts

A joint account is a bank account that more than one person can access. It can make it easier to manage shared expenses, but also

Read More »

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no

Read More »

Get in touch with Proactiv Financial Solutions to request your free consultation.

We will contact you shortly to confirm your appointment.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.