Retirement Planning
Are your retirement dreams within reach or destined for a retirement nightmare?
Are you thinking about retirement? Time for travel…new adventures…hobbies…fitness…friends and family…big lap around Australia. Maybe you want to cut back on work for a little more time freedom. Either way you can’t risk waiting until you retire to know if it’s possible or not. You need to know before it’s too late to enjoy it……
Read MoreDon’t End Up Like Jane: Avoiding the pitfalls of blind retirement planning
The sun edged over the small cliff at the back of the cricket oval my eldest son was playing on this morning. As part of the Kensington academy team. The same club Don Bradman plied his craft. My son plays in the under 12 team. They were put up against an under 14 team. A…
Read MoreThree Actions You Must Take If You Want To Enjoy Your Retirement Years
Is this the year you’re going to plot your pathway to a comfortable retirement lifestyle? Maybe you’re on the cusp of retirement or there’s still a little time till you pull the pin on your 9-5 job… Whatever position you’re in, do you know if your retirement lifestyle is achievable? Why? Time is ticking away…time…
Read More5 Blind Spots To Avoid If You Want A Comfortable Retirement Lifestyle
Retirement is a little like scaling the summit. From the bottom you can see the peak. As you scale the mountain from the bottom, at times you lose sight of the summit. There are challenges you need to overcome to safely scale the mountain and reach the summit. But what are the blind spots you…
Read MoreDid a Commonwealth Medalist give away insider secrets to achieving your dream retirement?
There I was listening to names being read out for sports awards at my children’s school. Only to be stopped and the guest speaker announced… Funny story…she’d made her way to the senior school instead of the junior school. It’s about a 20 minute drive between the two. She was meant to speak prior to…
Read MoreAre you doing it all wrong? Retirement Planning is not Financial Planning…
Or perhaps you need a plan to make work optional… You might be sitting there going, but aren’t you a financial planner… I am a financial planner but one who specialises in retirement planning…there’s a BIG difference. For most of your working life, financial planning is what you need. Accumulating and squireling your hard earned…
Read MoreWill aspiring grey nomads and avid travellers be able to fund their retirement?
Meet Gary and Julie, in their mid 60’s and recently sold their business. Hoping the sale of their business would be enough to fund their retirement lifestyle. Like most people, they’d worked hard and now was their time to shine. Time to do more enjoyable things while they were fit and able too… Get your…
Read MoreAsking $30k Questions Will Allow You To Live A Rich Lifestyle In Retirement
This week we had conversations with a long term client, new client and a prospective client. For our long-term client, they had recently sold property as part of an estate they were receiving. Working hard all their life and not quite in a financial position to fully retire. Their inheritance allowed them to bring forward…
Read MoreHow To Stay Confident In Your Retirement Plan When The Future Is Uncertain?
There’s a lot going on in the world right now… Recession fears… Interest rate hikes… Double digit share market falls… High inflation… War in Ukraine… It’s a lot to take on board. Perhaps you’re a little worried about how the current events will impact your ability to retire comfortably. Concerned about running out of money……
Read MoreHow uncertainty can be the silver lining for a comfortable retirement
Back nearly 12 years ago we welcomed into the world our first child. He was not waiting for anyone…just wanted to enter the world in a hurry. It was an anxious time…not knowing what the future would hold. Going from a pretty carefree lifestyle to one dedicated to bringing up a little human being. At…
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