Posts by Glenn
With this setback will I still be able to live a comfortable retirement?
I’ve just got out of a forward planning meeting with a long term client. There was one overwhelming question on their mind…. I knew they were on edge with the questions they were asking. But deep down, they wanted to know if they’d still be okay? In other words, will our money still last the…
Read More3 Red Flags When Choosing A Financial Planner To Help Plan Your Retirement
If you are on the final approach to retirement there’s probably a lot of questions you’re looking for answers too. How much do I need? Am I on track? What more should I be doing? When can I retire? How do I set it all up? What don’t I know? Probably the most important one,…
Read More3 reasons most retirees aren’t in a better financial position when they retire
Every year we talk to many people who are on the cusp of retirement. In almost all cases they could have ended up in a better financial position come retirement. You might be asking why this matters? Many approaching retirement are missing simple steps that could improve if not upgrade their retirement lifestyle. We work…
Read MoreDrowning in Retirement Information Overload?
You’re dreaming about no longer being chained to the 9-5 grind. Dreaming about relaxing days and time freedom in retirement. It’s so close, you can taste it… Between countless posts on google and the resources being put in front of you on a daily basis. It feels like you are drowning on all the information…
Read MorePlanning your comfortable retirement when the future is UNCERTAIN…
It’s Tuesday 14th, 2022. The share market just go smacked by 345 points, nearly 5% in one day… Oh. Em. Gee… (That’s OMG or “Oh My God”, apparently) You may be feeling like a million bandaids have been ripped off in one hit. It hurts…BIG TIME… And who knows if there is more to come……
Read MoreRetiring FIVE years earlier to join the grey nomad train…
What if you could retire earlier than you had planned? It may not be 5 years, but what if it was 4 years or 2 years or even one year. What would this make possible for you? What would you do? Bring forward your overseas adventures… Purchase a caravan and jump on the grey nomad…
Read MoreWas this a $950k retirement mistake?
I got off the phone this week with Jeff who was looking for some help planning his retirement. The only problem was that as we got into the discussion his sole focus was accessing the age pension… I was a little surprised as Jeff seemed to be a smart guy and accumulated a reasonable amount…
Read MoreScary Market Action Plan – Turning Lemons into Lemonade
Inflation fears…falling investment markets…interest rates increasing…war…Covid 19 fatigue and the end of a long term raging share markets… There’s a lot going. It’s a scary time, especially if your nearing retirement. Your super could be down $50k/$100k/$200k or more… How do you make sense of it all? Is your retirement still on track? What action…
Read MoreHow much money do you need to retire comfortably and when?
I’ve just got off a zoom call with Dan & Julie. We discussed three potential paths their retirement path could take. Dan & Julie, aged in their late 50’s, had plans to hit the open road in their caravan and explore the far reaches of Australia. While they enjoyed their work, they wanted more time…
Read MoreWill your retirement plan weather the best of storms or sink beyond recovery?
I’ve just got back from lobster and wine territory in the Sth East of South Australia. A trip I make a couple of times a year to visit our valued clients in that region. A great part of our state. One thing that has changed is the grey nomad train is alive and kicking. I…
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