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Super 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…

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How 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…

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Dream 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…

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Retirement rules broken…experiences lost…where is Elfie?

retirement planning

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…

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Client 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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Are you experiencing the not so thrifty 50’s?

With all the talk of recession combined with shaky investment markets, are you now considering whether you will have enough to enjoy your lifestyle in retirement? Although there are things that you cannot do about the markets, the economy or the world, there are many things you can do intentionally to ensure you are Rocking…

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