Retirement
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 MoreHow Much Is Enough? Do You Need More or Less to Live the Good Life in Retirement?
Is it $500k? Is it $1m? Is it $2m? Is it more or less? If retirement is hurtling towards you at a rate of knots, it’s likely this question is front of mind. It’s probably the number one question on your mind. You’ve probably used a couple of calculators. Maybe you’ve worked it out and…
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 MoreDIY Retirement Planning: How Much Risk Are You Really Exposing Yourself Too?
Are you confident you’ve covered every aspect in your retirement plan? Think you can handle it all? Is DIY retirement planning exposing you to risks you’re unaware of? DIY retirement planning is tempting and attractive to many, especially in today’s information-rich world. With so many tools, calculators, and resources available online, it can easily feel…
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 MoreFeeling like you’re no clearer on your retirement options after hours researching?
You’ve put in the work to prepare as best as you can for your retirement. Taken proactive action to educate yourself as much as you can around planning for your retirement. You’ve done a good job of building a nest egg, done the research, and probably feel like you’re on track or just unsure. You…
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 MoreThree Things You Need To Navigate To Become The HERO In Your Retirement Journey
Healthspan, Lifespan and Wealthspan are the three keys to becoming the hero in your retirement journey… In 2023, I had my mother pass away at the young age of 67 after suffering a ugly battle with cancer for 17 years. Having to retire from the workforce at the age of 50 with my father following…
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…
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