How Wine Tasting Can Set You Up For Retirement?

March 9, 2021

On the weekend I attended an educational wine event. A Somm (sommelier) for a day. It was an education on how to taste wine, the sommelier way. I’m partial to a good red or two. Maybe you enjoy a glass or two of wine. When it comes to those who like wine there are two…

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Do you know what your investment return for super was in 2020 and should you care?

February 8, 2021
retirement planning

Do you know what return you achieved inside your super fund for calendar year 2020? Based on Chant West’s research. The average industry Balanced Fund (holding growth investments of 41-60%) generated a return of 3%. While you wouldn’t call this shooting the lights out. It’s a great result considering the worlds economies were on life…

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Retirement planning lessons from the Navy Seals and SAS

January 24, 2021
retirement planning

The unpredictable events of 2020 has taught us some deep lessons. That no matter what the world throws at you, you must be agile in your planning. We only have to look as far as the Navy Seals and the SAS. Learn from how they prepare for stressful and highly volatile situations. How they manage…

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Do you need to flip your investment script to secure your retirement lifestyle?

January 21, 2021

Investing for retirement is the most talked about topic with financial planners. Outside how much money do you need for retirement. Sure, the way you invest is important. After all, the way you invest will determine your investment return and how well you do. It’s the sexy part of retirement planning. The one thing you…

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Are you confident you know what your magic number is to live an abundant lifestyle?

January 17, 2021

So you can do what you want, when you want, with the people you want without fear of running out of money! Two-thirds of over 50’s worry about how they will fund their retirement. Data cited by Fidelity International recent research, “Building Better Retirement Futures”. In reality, I suspect this number is higher. Many think…

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Self-funded Retirement Video Series – #1 Which Retirement Path Are You On?

January 9, 2021

Three videos to help you take the predictable path towards living an abundant lifestyle in retirement. Video #1 Which Retirement Path Are You On? There are 4 potential retirement paths.  In this video we explain the 4 paths.  Which one are you currently on? Download “Dream up your retirement worksheet” A worksheet to help you…

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How to worry less in retirement by playing the investment game right!

December 1, 2020

Many factors contribute to your investment return. One of the most important ones…staying the course. Ignore this at your own peril… Two years ago, I’d had to swallow my own advice. Not investing but fitness. I took on a challenge to get in better shape. It involved reducing my calorie intake combined with the right…

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3 Steps To An Unbreakable Retirement Plan

November 12, 2020

Simple path. Create a retirement plan which doesn’t break. Sure, it might flex a little but it does not need to break if done right. Planning one’s retirement is complex, confusing and frustrating at the same time. It doesn’t have to be that way. Apply these three steps to your retirement plan and watch your…

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How Tiger Woods can help you retire confidently?

November 4, 2020

Are you struggling to make financial decisions amongst the distractions and noise? The key to increasing your confidence and therefore retiring comfortably is decisive decision making. What we can learn from Tiger Woods to elevate your lifestyle in retirement… Tiger Woods, arguably one of the best golfers in the world. If not one of the…

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What an expensive watch can teach you about the dangers of emotional decision making?

October 30, 2020

Last week, the story which dominated the headlines and news channels was Christine Holgate, CEO of Australia Post. She rewarded seniors managers with watches. Not just any watches, but $5,000 Cartier watches. Not being a watch person I wouldn’t be able to tell the difference between a Seiko and a Cartier watch. It caused a…

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