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Planning your comfortable retirement when the future is UNCERTAIN…
It’s Tuesday 14th, 2022. The share market just go smacked by 345 points, nearly 5% in one day… Oh. Em. Gee… (That’s OMG or “Oh My God”, apparently) You may be feeling like a million bandaids have been ripped off in one hit. It hurts…BIG TIME… And who knows if there is more to come……
Read MoreHow much money do you need to retire comfortably and when?
I’ve just got off a zoom call with Dan & Julie. We discussed three potential paths their retirement path could take. Dan & Julie, aged in their late 50’s, had plans to hit the open road in their caravan and explore the far reaches of Australia. While they enjoyed their work, they wanted more time…
Read MoreSecuring Your Retirement Income: The Safety-First Approach
Through your working life, you make regular deposits to your retirement nest egg. But there comes a time where you stop making deposits and start making withdrawals. Over your working life, the goal is to make deposits into your retirement nest egg. On that basis, the equation is quite simple. If only it were that…
Read MoreSuper Checklist for over 55’s
How much is ENOUGH? The number one question you should be asking prior to doing anything with your super. This number will dictate how much you need to contribute to super. How you invest your money and the level of risk you need to accept. Many have no idea what they will need to fund…
Read MoreWhich investment strategy will deliver a safe and reliable income for you in retirement?
A critical cog in your retirement plan is getting your investment strategy right. After you’ve determined what you want to achieve in retirement. Know how you are going to fill your 168 hours in a week, so you don’t get bored. Worked out how much your retirement is going to cost. Understand how you are…
Read MoreHow to worry less in retirement by playing the investment game right!
Many factors contribute to your investment return. One of the most important ones…staying the course. Ignore this at your own peril… Two years ago, I’d had to swallow my own advice. Not investing but fitness. I took on a challenge to get in better shape. It involved reducing my calorie intake combined with the right…
Read MoreHow Investment Portfolios are Managed?
An important part of managing your wealth is keeping your money safe. Your portfolio is designed to preserve your wealth over time. To pay income when you need to it. Avoid selling growth assets in down markets. Here are a number of videos to educate you on how those investment decisions are made. How…
Read MoreDream Up Your Retirement Worksheet!
Dream Up Your Retirement Worksheet! Step #1 – Dream up your best life in retirement. Click here to download Dream up your retirement worksheet>> Instructions on how to complete the worksheet:#1 We’ve broken the retirement lifestyle in 4 categories, Vocation, Vacation, Relaxation, and Recreation. Pick the ones you value most.#2 Pick up to 6 (if you…
Read MoreRetirement rules broken…experiences lost…where is Elfie?
Retirement rules broken…experiences lost…where is Elfie? Eagerly searching room by room.After no success.Dad, dad, where is Elfie, have you seen him?No, no but I wouldn’t be surprised if he’s upset about your recent behaviour…Not believing me they went searching a second time.The eldest (9) came back with tears in his eyes devastated that they could…
Read MoreClient October 2019 letter…
Dear Valued Jigsaw Client, So, we’re less than 100 days until the end of another year. As a large number of our clients return from their hiatus from the cold, spending months in the warmer parts of Australia, I reflect where our clients have been and what experiences are to come. We’ve had clients…
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