BLOG

Which investment strategy will deliver a safe and reliable income for you in retirement?

May 14, 2021

A critical cog in your retirement plan is getting your investment strategy right. After you’ve determined what you want to achieve in retirement. Know how you are going to fill your 168 hours in a week, so you don’t get bored. Worked out how much your retirement is going to cost. Understand how you are…

Read More

Investing: What you need to know to safely achieve your retirement lifestyle?

May 7, 2021
retirement

You spend your whole working life accumulating assets with the ultimate goal of reaching the summit (retirement and living a fulfilling life). Focused on achieving the best return you can along the way. After all, you can take on a reasonable amount of risk knowing you have your employment income to fall back on. Besides,…

Read More

Retirement Planning: It’s all about CONTEXT!

April 30, 2021

What’s the advice to soccer stars who earns millions in a week? European soccer stars earning thousands a day stick to cash… Recently I ventured out for a casual dinner with a couple of industry colleagues. In the middle of my meal. The conversation turned to misguided conversations financial advisers are having with their clients.…

Read More

How average returns may not be telling you the whole story?

April 23, 2021
retirement

Time and time again we hear comments like: My fund averaged XYZ this year. My fund is the best returning fund. This fund generated XYZ over the last 3 years, why didn’t mine do that well? But is this an accurate assessment? Is it a true reflection of the return/real $$$ you’ve received? Can you…

Read More

How to structure your finances and safely generate a regular income in retirement?

April 16, 2021
retirement

Transitioning from your working life to your retirement lifestyle is a major life transition. Moving from a structured Mon-Fri 9-5 routine to little to no structure. For some this can be an extremely daunting and stressful time. The reality is your routine will change. Your financial arrangements will change and you’ll probably freak out a…

Read More

How knowing what you don’t know can set you up for retirement success?

April 9, 2021
retirement

Money, dreams, aspirations and your NEXT chapter are at stake. It’s a BIG burden to bear… And when it comes to your money and funding your retirement, it’s a highly emotional topic. After all, you’ve worked for 30 plus years building your next egg. Your emotions are heightened as you approach your next major life…

Read More

Is this the missing piece in your retirement puzzle?

April 2, 2021
retirement

You’ve reached middle life or a little further on than that. You’ve done some things, done some stuff and now retirement is on the horizon. You’re “Next Chapter” is not far away. But there’s an elephant in the room… How do you know you’re going to be okay financially in retirement? How do you set…

Read More

Your Retirement Pit Strategy! What To Do 5 yrs Prior To Retirement?

March 18, 2021
retirement

It’s not a time to start getting fancy. It’s time to focus on the steak, not the sizzle… Building a solid foundation If you are five years from retirement it’s time to start building a solid foundation. Time to take stock of where you are financially and assess how things could pan out. In other…

Read More

Your Next Mountain & The Quest For The New Retirementality

March 13, 2021
retirement

Up until age 45-55, it’s all about personal achievement. You’re busy establishing your career, getting married, raising kids and putting them through school. It’s hectic… It’s not until you reach middle life that you realise there’s a BIGGER mountain to climb. A much BIGGER goal is at play. That’s achieving fulfilment, a life well lived…

Read More

Avoid crashing your financial sportscar and live a fulfilled life in retirement!

March 13, 2021
retirement planning

When you combine a serious sport with entertainment and it becomes one of the most watched shows on TV, is there a problem? As you line up to try and putt a golf ball through a hole in a wall while being set on fire. Or run across a narrow ledge past a line of…

Read More