Does spending down your assets in retirement scare you? (How to get it right)

retirement planning

Imagine the prospect of watching your hard-earned savings diminish as you enter retirement. For many, the idea of spending down investments can be daunting, even frightening. As one prospective retiree candidly put it, “Spending down rather than accumulating investments scares me.” The shift from building wealth to spending it can be daunting… But fear not,…

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Investing: What you need to know to safely achieve your retirement lifestyle?

retirement

You spend your whole working life accumulating assets with the ultimate goal of reaching the summit (retirement and living a fulfilling life). Focused on achieving the best return you can along the way. After all, you can take on a reasonable amount of risk knowing you have your employment income to fall back on. Besides,…

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Do you know what your investment return for super was in 2020 and should you care?

retirement planning

Do you know what return you achieved inside your super fund for calendar year 2020? Based on Chant West’s research. The average industry Balanced Fund (holding growth investments of 41-60%) generated a return of 3%. While you wouldn’t call this shooting the lights out. It’s a great result considering the worlds economies were on life…

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What an expensive watch can teach you about the dangers of emotional decision making?

Last week, the story which dominated the headlines and news channels was Christine Holgate, CEO of Australia Post. She rewarded seniors managers with watches. Not just any watches, but $5,000 Cartier watches. Not being a watch person I wouldn’t be able to tell the difference between a Seiko and a Cartier watch. It caused a…

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How to STOP making retirement planning decisions like a CONFUSED Donkey!

…without risking your retirement dreams, even if you are uncertain about the future. Have you ever been stuck trying to make a decision for yourself? Perhaps it’s one of these: How do I invest my money the right way and safely? How do I know I have ENOUGH money to retire when I’m ready? Will…

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Evidence Based Investing

The financial landscape is full of investment options. Around every corner, you’ll find a different approach. While many are full of marketing hype and that one person knows the future. There’s is undeniable evidence which has stood the test of time. Evidence-based investing. In it’s simplest form, it’s your asset allocation which drives your investment…

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How to STOP the Coronavirus infecting your Retirement Plan!

Are your retirement plans at risk? The world is in a state of panic, extreme panic. Coronavirus has gripped the world and bringing it to its knees. I sincerely hope the medical experts find a cure to this soon. It’s affecting supply chains worldwide. Company profits will suffer in the short term. People have gone…

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