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The latest articles from MBA Financial Strategists

2nd Quarter Newsletter

Margie Borg - Wednesday, June 07, 2017

Welcome to our latest newsletter

We kick of our latest newsletter with a look at some of the things to consider before making the move to a cheaper city in retirement. We have also included the latest insight into the impacts of withdrawing from the 'bank of mum and dad' to help children get into the property market.

Our article on keeping your financial details private reminds us how important it is to always be aware of how we protect ourselves online.

We take a look at some of the ways you can live in harmony with your adult kids when you all remain under the same roof. And, finally we have included some outcomes from a recent survey on the world's best countries for retirees.

See the latest edition of The Strategist for an office update, a handy EOFY checklist, highlights of the key Super changes from the May Budget along with some pointers about property.  For your convenience Mark Borg outlines the EOFY checklist in this  quick video summary .

If you would like more information on any of the articles below or would like to make an appointment with your financial adviser simply visit our NEW Meet The Team page and make an appointment online, on a day and at a time that suits you. Alternatively, give the office a call and chat with Sally to make a suitable time.


Should I move to a cheaper city in retirement?


Moving to a more affordable location could have a range of financial and non-financial benefits, but there will still be things to consider.

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More withdrawals from 'the bank of mum and dad'


Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from "the bank of mum and dad".

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Keep your personal financial details private


Almost one in ten people experience misuse of their personal information each year. 

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How to live in harmony with your adult children


If you thought you’d have the house to yourself once the kids reached adulthood, statistics paint a different picture, with more adult children remaining in the family home today than in years gone by.

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Almost the world's best for retirees


What are the best countries for a comfortable retirement? What countries have the best retirement-income systems? It seems the answers to these questions are rather positive for Australian retirees.

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