Financial Planning
Investing for your retirement so you can retire with full confidence
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…
Read More7 Key Ingredients For A Comfortable And Worry Free Retirement
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…
Read MoreNavigate your retirement planning like a ZEN master when the future is uncertain
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…
Read More5 retirement planning distractions that will leave you with less money to enjoy in retirement
“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…
Read MoreIs $2 million enough to retire comfortably in Australia?
One of the most common questions I get asked is “How much money do I need for my retirement?“. Here’s the thing, if you get the answer wrong on this or you get it wrong from the beginning. There’s definitely going to be trouble later on…While the answer to this may seem simple at first.…
Read MoreThe Ugly Truth About Retirement Planning In Australia…
Retirement is one the biggest and most important transitions you’ll ever go through. Sadly many are leaving themselves short when it comes to their retirement planning in Australia. It’s your second chapter and if you don’t plan this well…well you don’t need me to tell you how it’s going to work out. Planning for your…
Read MoreHow Much Is Enough For Your Retirement? Two Heavyweights Battle It Out…
Retirement brings with it many emotions. Fear about whether you’ll have enough for a comfortable lifestyle in retirement… Anxiety about making the transition from your working life to a retired lifestyle… What about the unknowns you need to prepare for? Excitement for what lies ahead and many more… But there’s one question that baffles most…
Read MoreHow Big Is Your Retirement Gap And How Do You Close It Before It’s Too Late?
You’ve got dreams of doing what you want when you want in retirement… Retiring the 9-5, five days a week… No more alarm clock. Wake up when you want… Pursue all the interests you never had time for while working… Time to start ticking off the bucket list destinations… Finally join the Grey Nomad train……
Read MoreWhen Should You Start Planning For Your Dream Retirement?
In your 20’s it’s all about fun…get educated…land your first job and live a carefree lifestyle. Then you hit your 30’s. Time to take life a little more seriously. You get married if you haven’t prior to age 30. Perhaps kids are in the picture or not that far away. Life is hectic…your career is…
Read More3 reasons most retirees aren’t in a better financial position when they retire
Every year we talk to many people who are on the cusp of retirement. In almost all cases they could have ended up in a better financial position come retirement. You might be asking why this matters? Many approaching retirement are missing simple steps that could improve if not upgrade their retirement lifestyle. We work…
Read More