BLOG
Last week, I had the privilege of meeting with two clients who are stepping into a new chapter of their lives: retirement. Both have been working toward this moment for years, and now they’re finally ready to hook up their caravans and hit the road for months at a time. But what struck me most…
Feeling uneasy about your retirement? Watch this… If markets have you feeling anxious about your retirement plans, you’re not alone. Many are wondering if they’ll be okay. I’ve put together a video to help you understand the key mistakes people make in times like these – and how to avoid them. Click on the image…
When there’s blood on the streets (aka share markets are in the red)…what do you do? It’s something which happens more than we’d like to remember. But unless you are prepared, you’ll always panic… Watch the video for our insights and a cautionary tale. Are you tired of wondering whether your money will last the…
Quite simply, they were dealing with the ‘nastiest and hardest problem in finance’. Retirement planning requires many decisions which involve high levels of complexity and uncertainty. Speaking with Garry and Cindy recently, they along with everyone else struggle with the most difficult and complex problems in planning their retirement with confidence. And confidence is what…
Time, it’s one of those things…it’s finite. There’s only a certain amount of it and if you don’t use it wisely, you can’t just jump in a time machine and go back in time. If you’re spiraling towards retirement, it’s likely it crept up much quicker than you thought. Just like John who I spoke…
Imagine this, you go through your whole retirement worried about spending money on experiences. You do the bare minimum, maybe miss out on a few luxuries along the way and more importantly important experiences. All because you’re fearful about running out of money. But as you age, you look back, look at the money you…
Are you aware of the mistakes or gaps in your retirement plan? If so, congrats, you’ve one of the lucky few… For everyone else, if you are not fully aware of the mistakes or gaps in your retirement plan, you are literally throwing good dollars away. Dollars which could be allocated to planning more experiences…
Retirement Planning… It brings excitement, big dreams and a new chapter to look forward to. It’s an open book only limited by the amount of money you have to fund it. It should be one of the most exciting times in your life. An end to the 9-5 grind and an empty schedule to do…
Christmas is over for another year. Time with family, tummies full and maybe a few hangovers after another big day of indulgence. For many, now is the time to relax and recharge those batteries from a long hard year of work. Maybe you’re sitting by a pool drinking a Pina Colada, an icy cold beer…
Would you let your boss pick out your car? Probably not, unless you’ve got a really generous boss who knows exactly what you like in a car. Most likely, they’d get you the cheapest car with just the basics. Sure, it might get you from point A to B, but would it really suit you?…