WELCOME TO THE WINTER 2025 EDITION OF NOW & NEXT

What can we learn from the world’s most accomplished investors?

The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement. And although the causes behind market downturns have differed over time, we can learn much from history’s leading investors about the value of staying calm when markets are choppy.  We share sage insights and what they mean for your retirement savings.

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Reduce financial pressure with downsizer contributions

Downsizer contributions are a popular way to upsize your superannuation by contributing proceeds from selling your home. For many, they’re a tax-effective way to shore up financial security in retirement. We discuss who’s eligible and examine the pros and cons.