Financial Planning
3 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 MoreIs Analysis by Paralysis Freezing You From A Comfortable Retirement or Retiring Earlier?
Over the last few weeks I had a lot of phone calls with prospective clients. I’m noticing with a lot of the folks I’m speaking to, they are falling prey to this phenomenon called “Analysis Paralysis”. Searching high and low. Researching anything and everything retirement planning. In other words, searching for the silver bullet…in the…
Read More7 Steps If You Want A Seven Figure Retirement
Retirement planning is a mystery to most. No wonder, it’s not like it’s something you do everyday… Transitioning from your working years to retirement life comes with its challenges. Ranging from how you are going to spend your days and weeks. How are you going to pay for your retirement lifestyle? Don’t forget long term…
Read MoreWhy Retirement Awareness Is Critical To Experiencing a Happy and Comfortable Retirement?
The game plan started to unravel just after the midpoint of our batting innings… It was the last cricket game for the season for my son’s Under 12’s team. We’d only beaten this team two weeks prior in a tough contest. As their coach, I set the game plan… On our home deck, knowing 100…
Read MoreIgnore planning your retirement at your peril: 3 reasons you can’t wait one more day…
They say money can’t buy happiness. Being broke, I’d imagine, would be miserable and not ideal either… For argument’s sake, let’s say you want to at least retire on the same level of income you are on now. What are you doing now to reduce the risk that you’ll at least retire on the same…
Read MoreIs being a financial planning refugee keeping your from your desired retirement lifestyle…
There is an island many are trying to get too…retirement island. Problem is, many are refugees struggling to find a way…to locate that well trodden path to make it to retirement island safely. Over the last 12 months I’ve met with many people who are refugees of financial advisers. Either who have been let down…
Read MoreDon’t let the Retirement Iceberg sink your Retirement Adventures!
If retirement is on your mind? You’re going to uncover what’s going to move the needle in your plans. You’ll learn where most people get it wrong when planning their retirement. When people come to us, they ask can you help with our retirement planning needs. And sure we can help them with that. After…
Read MoreThree retirement pillars you must get right if you want a successful retirement!
Many people approaching retirement feel overwhelmed. You’ve worked hard all your life to save up for that period in your life when you have more time. More time to do the things you want when you want. Whether you completely escape the rat race and jump fully into your retirement journey. Or to ease into…
Read MoreThe key to an extraordinary life in retirement!
One day will come…a day when you’re knackered. Your hips are gone…your knees are gone…you struggle to get in a car let alone contemplate an overseas holiday! You’re more concerned about comfort and peace of mind. And then one day…you die…it’s going to happen to all us…eventually! We’re all going to have to face our…
Read MoreThe Ins and Outs of Super: What is it? How does it work?
Everybody wants to retire comfortably, but few people know how to get there. One of the most important assets you can accumulate for your retirement is superannuation. But what are the ins and outs? What does it do? How does it work? In this blog post we’ll answer these questions and more! What is superannuation?…
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