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Did a Commonwealth Medalist give away insider secrets to achieving your dream retirement?

December 2, 2022
retirement

There I was listening to names being read out for sports awards at my children’s school. Only to be stopped and the guest speaker announced… Funny story…she’d made her way to the senior school instead of the junior school. It’s about a 20 minute drive between the two. She was meant to speak prior to…

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Are you doing it all wrong? Retirement Planning is not Financial Planning…

November 18, 2022
retirement planning

Or perhaps you need a plan to make work optional… You might be sitting there going, but aren’t you a financial planner… I am a financial planner but one who specialises in retirement planning…there’s a BIG difference. For most of your working life, financial planning is what you need. Accumulating and squireling your hard earned…

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Will aspiring grey nomads and avid travellers be able to fund their retirement?

October 28, 2022
retirement planning

Meet Gary and Julie, in their mid 60’s and recently sold their business. Hoping the sale of their business would be enough to fund their retirement lifestyle. Like most people, they’d worked hard and now was their time to shine. Time to do more enjoyable things while they were fit and able too… Get your…

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Asking $30k Questions Will Allow You To Live A Rich Lifestyle In Retirement

October 21, 2022
retirement planning

This week we had conversations with a long term client, new client and a prospective client. For our long-term client, they had recently sold property as part of an estate they were receiving. Working hard all their life and not quite in a financial position to fully retire. Their inheritance allowed them to bring forward…

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How To Stay Confident In Your Retirement Plan When The Future Is Uncertain?

October 9, 2022
retirement plan

There’s a lot going on in the world right now… Recession fears… Interest rate hikes… Double digit share market falls… High inflation… War in Ukraine… It’s a lot to take on board. Perhaps you’re a little worried about how the current events will impact your ability to retire comfortably. Concerned about running out of money……

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How uncertainty can be the silver lining for a comfortable retirement

September 30, 2022
retirementplanning

Back nearly 12 years ago we welcomed into the world our first child. He was not waiting for anyone…just wanted to enter the world in a hurry. It was an anxious time…not knowing what the future would hold. Going from a pretty carefree lifestyle to one dedicated to bringing up a little human being. At…

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Investing for your retirement so you can retire with full confidence

September 16, 2022
investing for retirement

Ding…an email had just arrived in my inbox. A response from one of my recent posts… A guy looking for the best strategy when investing for retirement… From the email, I gathered he had done pretty well in his investment journey… Stating that he thought the large super funds in Australia had underperformed. Underperformed compared…

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7 Key Ingredients For A Comfortable And Worry Free Retirement

September 9, 2022
retirementplanning

Imagine for a moment, rather than mixing all the ingredients to make a cake. You ate the flour, sugar, milk and eggs separately… It wouldn’t be all that desirable, would it? But once you mix all the ingredients together in the right order and the right way. You get a very different experience. A tasty…

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Navigate your retirement planning like a ZEN master when the future is uncertain

September 2, 2022
retirement planning

Confidence is lagging when it comes to making financial decisions leading up to retirement. Supported by new research by Fidelity International and research firm MyMavins who conducted research on 1500 Australians. Not surprisingly two in five people surveyed said they don’t feel financially prepared for retirement. This lack of confidence in their finances is stopping…

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5 retirement planning distractions that will leave you with less money to enjoy in retirement

August 26, 2022
retirementplanning

“I’ve been out here too long” Muttered my doubles tennis partner… We were in a tough battle with our opponents on a mild Saturday afternoon. As I glanced at him, I was wondering what was wrong… After every point, there was a little grunt or sigh of disgust. We were 3-5 down in the first…

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