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How Much Is Enough For Your Retirement? Two Heavyweights Battle It Out…

August 5, 2022
retirement

Retirement brings with it many emotions. Fear about whether you’ll have enough for a comfortable lifestyle in retirement… Anxiety about making the transition from your working life to a retired lifestyle… What about the unknowns you need to prepare for? Excitement for what lies ahead and many more… But there’s one question that baffles most…

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How Big Is Your Retirement Gap And How Do You Close It Before It’s Too Late?

July 29, 2022
retirement planning

You’ve got dreams of doing what you want when you want in retirement… Retiring the 9-5, five days a week… No more alarm clock. Wake up when you want… Pursue all the interests you never had time for while working… Time to start ticking off the bucket list destinations… Finally join the Grey Nomad train……

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When Should You Start Planning For Your Dream Retirement?

July 22, 2022
retirement planning

In your 20’s it’s all about fun…get educated…land your first job and live a carefree lifestyle. Then you hit your 30’s. Time to take life a little more seriously. You get married if you haven’t prior to age 30. Perhaps kids are in the picture or not that far away. Life is hectic…your career is…

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With this setback will I still be able to live a comfortable retirement?

July 15, 2022
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…

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3 Red Flags When Choosing A Financial Planner To Help Plan Your Retirement

July 8, 2022
red flag

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,…

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3 reasons most retirees aren’t in a better financial position when they retire

July 1, 2022
retirement planning

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…

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Drowning in Retirement Information Overload?

June 24, 2022
retirement

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…

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Planning your comfortable retirement when the future is UNCERTAIN…

June 17, 2022
retirement

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……

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Retiring FIVE years earlier to join the grey nomad train…

June 10, 2022
retirement

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…

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Was this a $950k retirement mistake?

June 3, 2022

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…

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