Month: December 2017

Housing Wealth …Take It or Leave It!

Equity Release provides the opportunity to Live Well in Retirement.  The vast majority of Baby Boomers are Asset Rich but Cash Poor.

Will they take the cash or leave it behind?


via Largest intergenerational wealth transfer to come |

Wishing you a Happy & Healthy New Year…


Another year over and new one just begun*

Our very best wishes that you live the life you choose for yourself…

Live Long, Live Well.

The EquityReleaseOZ Team.


* John Lennon -So this is Christmas.


Financial Advisers need to Step Up to Equity Release…


“Reverse mortgages are not what they used to be.

This short video will be very informative for any financial advisor or financial planner who is stuck in the dogma that the industry has around these tools.

You owe it to your clients to understand how these work and how they can help your clients have better outcomes in retirement.

Watch the Video:


Retirement: Good, Bad & Unexpected

“If you’ve ever wished that you could retire early, ditch the 9 to 5 and enjoy your freedom, you could be in for a few surprises.


In 2017 Legal & General (UK) spoke with over 2,000 retirees and asked them three simple questions about their retirement. The results were educating, at times funny and occasionally poignant.

It’s clear that nobody experiences retirement in quite the same way. Read on to see the results and how others feel about retirement”.

via Legal & General – | Articles | Legal & General