Superannuation
Are You Prepared For A Rollercoaster Retirement?
Are You Prepared For A Rollercoaster Retirement? It was 9:30am on Thursday morning in 2017. There was anticipation and excitement in the air. We were on a family holiday in Hong Kong and we were making our way to Disneyland. My two boys, Nicholas (6) and Joshua (3) along with my wife Danielle we all…
Read MoreScoMo Gave You A Gift For The Next 3 yrs…
ScoMo Gave You A Gift For The Next 3 yrs… Election Day. Did my duty, dragged myself to the local voting booth. Oh yeah, and had the mandatory sausage in bread. Given I help people plan, transition and live a great retirement, I was feeling a little let down by the system. Expecting the game…
Read MoreTorching the Dad BOD, Wisdom & Fast Tracking Your Retirement…
Torching a Dad BOD, Wisdom & Fast Tracking Your Retirement… Yes, I torched my Dad BOD and I’ll tell you what you can learn from this that’ll help you fast track your Retirement. As a committed parent, time flies by like the speed of lightning, particularly with kids demanding your attention 24/7. The years tick…
Read MoreMarket Beating Returns Is Not What You Really Want…
Market Beating Returns Is Not What You Really Want… I know what you’re thinking. Is he going to go all deep and meaningful on us now? Anyone who knows me, it’s not my style. I’ve spent many years in front of clients and I want to share some wisdom that will help you focus on…
Read MoreThe BIG Retirement Planning Mistake…
The BIG Retirement Planning Mistake… Have you thought about your retirement plan lately? Do you even have one in place? Is it in writing? For most, the answer is no. For one thing, it can be daunting to think about. It’s that time you now have to start thinking about your next phase in life. …
Read MoreInvestment Portfolio Safety Drill – Build A Cash Fortress…
Investment Portfolio Safety Drill – Build A Cash Fortress… Planning for your eventual retirement from the workforce can be scary. After all, you are walking into the unknown. It creates a level of stress and anxiety. How are we going to survive? Are we going to be ok? Will I run out of money? A…
Read MoreInvestment Portfolio Safety Drill – Rebalancing
Investment Portfolio Safety Drill – Rebalancing Do you remember the good old see-saw? You don’t hear of them much anymore, in fact, I don’t know the last time I saw one in a playground! I used to love them as a kid, up and down, up and down. I was the type of kid, yes…
Read MoreInvestment Portfolio Safety Drill
Don’t Let The Market Catch You Off Guard… Back when I worked in an office they used to run fire drills throughout the year. They generally came at the worst times and they would never tell you when they were going to happen. You’d be in the middle of something important and this loud piercing…
Read MoreIs a Financial Adviser a Complete Waste of Money?
Is a Financial Adviser a Complete Waste of Money? Recent findings from the Royal Commission have certainly put the spotlight on the financial services industry. In all honesty, the Royal Commission reminds me of a tv soap show. It had all the drama and twists and turns. Fainting, high profile advisers pulled over the coals and resignations…
Read MoreMaking Room for the extras in Retirement
Are you up to 15 yrs out from Retirement? In baby step 2 to Rock your way into Retirement, it’s important to consider what it is you are doing and plan as much as you can for this. We are going to discuss how to plan for those extras in retirement, the sauce that gets…
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