Noel Whittaker shares insights with NSA
In a series of videos, the highly respected finance expert addresses issues that matter most to older Australians.
Noel Whittaker has teamed up with Chris Grice, CEO of National Seniors Australia (NSA), to produce a series of informative videos aimed at helping older Australians navigate the complex world of money management in retirement.
Noel is a household name in financial circles. An acclaimed author, columnist, and speaker, he has spent decades educating Australians on personal finance. His best-selling books, including Making Money Made Simple, have guided millions through budgeting, investing, and retirement planning.
Noel’s practical advice and clear communication style have earned him a reputation as one of the country’s most trusted voices.
The video series tackles issues that matter most to seniors from superannuation to downsizing, and strategies for maintaining financial security later in life. These conversations are designed to empower older Australians with knowledge and confidence as they make decisions about their future.
One area of particular concern for many NSA members is gifting – the practice of giving money or assets to family members. While gifting can be a generous and rewarding act, it can also have unintended consequences, especially when it comes to age pension eligibility and Centrelink rules.
Noel addresses these complexities, explaining how gifting can affect means testing and why careful planning is essential before making large financial transfers.
The featured video in this article is part of that broader series and offers practical insights into managing superannuation and considering downsizing options. Downsizing can free up capital and simplify living arrangements, but it also raises questions about tax implications and how proceeds are treated under pension rules. Noel’s advice helps seniors weigh the pros and cons so they can make informed choices.
NSA is committed to providing its members with reliable information and expert guidance. By partnering with Noel Whittaker, NSA ensures that older Australians have access to trusted advice on the financial issues that impact their lives most.
To watch the full discussion between Noel and Chris, click on the video link below. It’s an invaluable resource for anyone planning a secure and stress-free retirement.
Finance with Noel Whittaker - episode 2
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