Financial Planning

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

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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Expenditure worksheet

A critical component of any retirement plan is understanding your expenditure.  Not only now but also your future expenditure. You can DOWNLOAD our expenditure worksheet here>> We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+. The purpose of this is we’ve identified three expenditure taps leading into and through retirement…

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