Posts Tagged ‘financialplanning’
How 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 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…
Read MoreRetirement blunders you need to avoid if you want to retire comfortably
Remember when you were young and made a mistake, did something you shouldn’t have? You were probably given a talking too from your parents. Told to learn from your mistakes. It’s one way we learn and not necessarily a bad thing. While at the time, you may regret the mistake, with the passing of time…
Read MoreWanna be like Richard and Sally who will retire on $80k pa?
Are you a fan of Bad Boys? I am and love these movies. Will Smith plays a cop named Mike. Inheriting a large trust fund, he is able to afford all the nice things in life. Nice apartment, nice clothes, nice car and pretty much anything he liked. But he always wanted to be a…
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