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Imagine for a moment, you invested time and effort years ago to find yourself a reputable financial planner/adviser. You’d been pretty comfortable but as retirement approaches at a rate of knots. You’re left sitting there, wondering whether you’ll have enough money to pay for your lifestyle in retirement. Let alone whether you’re at risk of…
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Healthspan, Lifespan and Wealthspan are the three keys to becoming the hero in your retirement journey… In 2023, I had my mother pass away at the young age of 67 after suffering a ugly battle with cancer for 17 years. Having to retire from the workforce at the age of 50 with my father following…
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As retirement looms closer every day, you may be sitting there feeling like you’re on the hamster wheel. Maybe feeling a little out of control, a little confused by the mixed messages. You may be feeling like a deer in the headlights, wondering how retirement crept up so fast. Now you’re sitting there after years…
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Imagine this for a moment… You contact an adviser. You have a general chat about your situation and that adviser confirms you’re okay for retirement. No investigation, no deep dive and no full understanding of your personal and financial situation. Fast forward to mid-way through your retirement and you’re staring at your account balances. Scratching…
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Remember when you were young and made a mistake, did something you shouldn’t have? You were probably given a talking too from your parents. Told to learn from your mistakes. It’s one way we learn and not necessarily a bad thing. While at the time, you may regret the mistake, with the passing of time…
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Are you a fan of Bad Boys? I am and love these movies. Will Smith plays a cop named Mike. Inheriting a large trust fund, he is able to afford all the nice things in life. Nice apartment, nice clothes, nice car and pretty much anything he liked. But he always wanted to be a…
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Are you thinking about your retirement all wrong? Many heading towards retirement focus on things such as their investments, super, maximising investment returns and beating some index. Without consideration for the most important aspects of planning to live your best life in retirement. But does this really lead to enjoyment in retirement? For some maybe,…
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Welcome to Retirement Land…A place where time freedom reigns supreme. No more dreaded 9-5. No more working for the man.Travel when it suits you…More time to spend with family and friends…Time to pursue your interests and hobbies…Perhaps spend the winter months in warmer parts of the country…The freedom to do what you want, when you…
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It’s that time again when super funds post their annual results. It’s also a time where fear of missing out, FOMO for the cool kids, kicks into overdrive. For some people this means chasing performance in order to get them ahead financially. This rarely achieves the desired result many are hunting for. So, today I…
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Many people are struggling to plan their retirement with clarity, confidence and control… They have little to no clarity because the retirement landscape is complex. The future is uncertain. There’s insufficient information on the retirement phase. There is little to no confidence due to the fear of running out of money. The volatility in share…
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