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10 Commandments of Fearless Investing!

April 2, 2020

Investing can be a fearful thing to do. After all, the last thing you want is losing the money you’ve worked so hard for. Now more than ever is no time to be fearful. As Warren Buffet quotes in times like these: “be fearful when people are greedy and greedy when people are fearful” The…

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Retirement Action Plan

April 2, 2020

Retirement Action Plan Challenging times call for a calm and measured review. A time where everything you know about your investing journey has been challenged. Maybe you’re thinking the retirement you were planning is now of reach. Perhaps, your thinking about ramping up your efforts. Or maybe you’re looking to take advantage of the current…

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Mountain in a Hurricane!

March 31, 2020

What’s one to do when the world we live in is turned upside down in a matter of weeks? Life as we know it has changed forever. Only a month ago, investment markets were at all-time highs. A few weeks later and COVID-19 has blown up investment markets. Retirement plans decimated. Investment portfolios hammered. The…

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7 Costly Mistakes Baby Boomers Make That Can RUIN Your Retirement!

March 30, 2020

What’s in “7 Costly mistakes baby boomers make that can RUIN your retirement”   Having no plan. Having too much cash or going to 100% cash. Investing as though you’re accumulating wealth. No plan for meeting capital expenses and income. Using the wrong assumptions. Investing based on misinformation. Not protecting your retirement portfolio from markets…

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How to Survive the Coronavirus Market Apocalypse & THRIVE on the other side?

March 22, 2020

How the world has changed in the last month. Australia is heading for tough times economically. If retirement is on the horizon, it may be a frightening time for you and your family. Over the weekend we’ve put a number of resources together. In the hope, they will help you make smarter financial decisions through…

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How to be Unshakable in times of Uncertainty!

March 16, 2020

The world has changed forever. Coronavirus has taken the world by the scruff of the neck. Fear is spreading. Panic is real. Experiencing unprecedented actions by governments around the world. Major events canceled. Travel restrictions. Schools being shut down. Self-isolation. And then financial markets collapse right in front of your eyes…   The shock you…

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How to STOP the Coronavirus infecting your Retirement Plan!

March 12, 2020

Are your retirement plans at risk? The world is in a state of panic, extreme panic. Coronavirus has gripped the world and bringing it to its knees. I sincerely hope the medical experts find a cure to this soon. It’s affecting supply chains worldwide. Company profits will suffer in the short term. People have gone…

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The Share Market Is Going Bonkers. Are You Strategic or Emotional?

March 1, 2020

One week after sending a post about reassessing the risk you are taking with your investments or retirement nest egg, what happens?If you want to go back and read it, click here to read it>>This week has seen some of the biggest falls in share markets since the Global Financial Crisis.Did we have a crystal ball?Certainly…

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Who else wants to save their nest egg?

March 1, 2020

With investment markets at all-time highs. Do you really know the risks you are taking? Exceptional share market growth and the rise in the value of risky investments has led to increased risk in portfolios. Nest eggs are now at risk of blowing up and destroying retirement dreams. How are you prepared for the below:…

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Investment markets ROCKED. Now What?

February 29, 2020

  We want to take a moment to update you on our thoughts related to the coronavirus. Its impact on the financial markets, and, ultimately, on your personal financial planning and retirement plans. Going into this New Year, many stock markets around the world were trading near all-time highs including major indexes here in Australia,…

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