Financial Planning
Would Your Let Your Boss Choose and Buy a New Car For You?
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?…
Read MoreButcher vs. Nutritionist: Which Adviser Will Help You Thrive in Retirement?
Do you hate jumping on the phone with a financial adviser, only to be led down the path to being sold a financial product? Disguised as financial advice… You probably witnessed many ads on facebook or google which are doing just that, trying to sell you a product masked as advice. There’s one financial services…
Read MoreOne Transition You Must Get Right If You Want The Confidence To Spend In Retirement
The financial services industry can replicate the glitz, glamour and lights of the Las Vegas strip… Everywhere you turn there’s a super fund trying to tell you they have the best return. Investment Managers promoting new, sexy and cool investments promising good things. Even the news channels play their part by inflicting fear into us…
Read MoreNot Getting the Retirement Answers You Need? How a Real Retirement Specialist Can Help?
Imagine for a moment, you invested time and effort years ago to find yourself a reputable financial planner/adviser. You’d been pretty comfortable but as retirement approaches at a rate of knots. You’re left sitting there, wondering whether you’ll have enough money to pay for your lifestyle in retirement. Let alone whether you’re at risk of…
Read More(Case Study) How John and Mary secured their retirement income with an uplift of $400k?
As retirement looms closer every day, you may be sitting there feeling like you’re on the hamster wheel. Maybe feeling a little out of control, a little confused by the mixed messages. You may be feeling like a deer in the headlights, wondering how retirement crept up so fast. Now you’re sitting there after years…
Read MoreWas Billy’s Retirement on the Verge of Ruin after a Critical Misdiagnosis?
Imagine this for a moment… You contact an adviser. You have a general chat about your situation and that adviser confirms you’re okay for retirement. No investigation, no deep dive and no full understanding of your personal and financial situation. Fast forward to mid-way through your retirement and you’re staring at your account balances. Scratching…
Read MoreRetirement blunders you need to avoid if you want to retire comfortably
Remember when you were young and made a mistake, did something you shouldn’t have? You were probably given a talking too from your parents. Told to learn from your mistakes. It’s one way we learn and not necessarily a bad thing. While at the time, you may regret the mistake, with the passing of time…
Read MoreThe number one thing to set you up for living your best life in retirement
Are you thinking about your retirement all wrong? Many heading towards retirement focus on things such as their investments, super, maximising investment returns and beating some index. Without consideration for the most important aspects of planning to live your best life in retirement. But does this really lead to enjoyment in retirement? For some maybe,…
Read MoreMaster your retirement plan so you can be confident of being okay
Welcome to Retirement Land…A place where time freedom reigns supreme. No more dreaded 9-5. No more working for the man.Travel when it suits you…More time to spend with family and friends…Time to pursue your interests and hobbies…Perhaps spend the winter months in warmer parts of the country…The freedom to do what you want, when you…
Read MoreHow this boring and simple retirement portfolio beat the big super funds?
It’s that time again when super funds post their annual results. It’s also a time where fear of missing out, FOMO for the cool kids, kicks into overdrive. For some people this means chasing performance in order to get them ahead financially. This rarely achieves the desired result many are hunting for. So, today I…
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