financial planning adelaide
Will the BIG BAD WOLF blow your financial house down?
As a kid I remember the fairy tale of the three little pigs…and the BIG BAD WOLF. When our boys were young I remember reading this fairy tale night after night. They loved it when we got to “then I’ll huff and puff and I’ll blow your house in”. We used to try and outcompete…
Read MoreA worrying trend for those within 10 yrs of Retirement…
Only 10% of pre-retirees have a documented retirement plan. While three in five have vague plans at best.. Wow…wow and wow… These were the findings by recent research conducted by Fidelity International on the current state of pre-retirees and retirees in Australia. Retirement is no time for vagueness… For those on the cusp of retirement.…
Read MoreWhat do you do when your retirement plan shows cracks and blows up?
Retirement can be a scary time… Anxiety and stress starts to kick in as you cross that line from your working life to one of leisure and adventures. It’s the uncertainty and fear of what happens next… Going from a structured life of some 30 or 40 years to unstructured. You want it to be…
Read MoreIs the focus on your SUPER disastrous for your Retirement Dreams?
Just the other day I was meeting a new client. A nice lady, Mary, who had a financial planner looking for a second opinion. Mary, married for the second time, kids out of home but given their situations, needed some help financially. While she was working a couple of days a week, she wanted to…
Read MoreWhat is REAL financial advice and how can it help you achieve an awesome retirement lifestyle?
What it is not? Lately I’ve been speaking with a lot of folks who are experiencing the same problem. They are looking for good advice…they want good advice…happy to pay for good advice. But everytime they speak with someone they spend their time trying to convince them to buy a product or invest a certain…
Read MoreHow important is investment selection for retirement success?
The answer is going to make you rock back on your heels… There’s something that’s more important than your investment selection… That if you don’t get dialed in…don’t get right from the start, you risk your retirement dreams blowing up in smoke… The ticking time bomb… We met with a couple last year who came…
Read MoreA couples frustrating journey to find an adviser to help plan their retirement…
I got off the phone the other day with a lovely lady who was frustrated and time was running out… …retirement edging closer by the day…uncertainty increasing…becoming more difficult by the day to figure out the right course to take… The frustrating challenge of finding the right adviser to help with retirement planning… She was…
Read MoreWhen is the best time to retire?
Outside of how much money you need for retirement and will you run out of money questions… Lately we’ve been seeing an unusual trend…people who want to retire at age 67… Hmmm…what’s significant about age 67? It’s the qualification age for Centrelink age pension… Now, I totally understand if you are eligible, and that’s part…
Read MoreHow to STOP making retirement planning decisions like a CONFUSED Donkey!
…without risking your retirement dreams, even if you are uncertain about the future. Have you ever been stuck trying to make a decision for yourself? Perhaps it’s one of these: How do I invest my money the right way and safely? How do I know I have ENOUGH money to retire when I’m ready? Will…
Read MoreNavigating The New Landscape of Retirement
CLICK HERE TO DOWNLOAD “NAVIGATING THE NEW LANDSCAPE OF RETIREMENT” Here’s to living your best life! Glenn Doherty – CFP – Money Mentor | Taking the stress out of planning your self-funded retirement | Founder of Jigsaw Private Wealth We conduct virtual client meetings!
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