Posts Tagged ‘#wealth’
Risks On The Path To Your Retirement Peak!
Reaching retirement is a little like climbing Mt Everest. The ultimate goal is to reach the Peak. You spend many years working hard to save and manage your money along the way to fund your retirement. Then you spend many years on the way down using the money to create experiences and make the most…
Read MoreAre You Prepared For The Certainty Of Uncertainty Of Retirement?
Are You Prepared For The Certainty Of Uncertainty Of Retirement? When planning for retirement the most common fear is that of uncertainty. The uncertainty of income. The uncertainty of investment markets. The uncertainty of life. These are common concerns and I recently experienced this with Jack & Mary, new clients. Meet Jack & Mary Jack…
Read MoreASPIRATIONS + SAVINGS + TACTICS + METRICS = FINANCIAL FREEDOM
Now more than ever there’s so much noise around. Stock markets are up one day, down the next, the media puts it right in your face ( I call it financial pornography), but at the end of the day no one knows what’s going to happen. 50% are going to be right, 50% are going…
Read MoreWho’s the CEO of your Family Finances?
Like any household, it’s constantly organised chaos. In ours, we have two young boys, one aged 4 and the other 7, yes they are the ones in the image. If you asked them they would consider themselves the owner of everything from the house, to the cars and to everything else we own. The way they…
Read MoreThe Secret Sauce on Investing…
Firstly I want to discuss some real client cases where they have got it wrong, not followed the rules and it ended up costing them big time, and not only money. But if you get this right the rewards are massive. We’ll discuss the Secret Sauce, the rules you should be following to keep you…
Read MoreShh… I have a secret to tell You…
The Big Super Secret Alright, here’s the big secret. Ta dah! The superannuation system is very, very specifically designed. It’s actually one of the most complicated systems in the world, and I want you to think about it as a giant reward system. It’s like Qantas frequent flyer on steroids. It’s designed to reward one…
Read MoreThe Sexy side of Salary Sacrificing into your super fund!!!
Yes, you heard me right, salary sacrificing into your super fund can be sexy, unless you believe you have no future… Salary sacrificing is the main contribution strategy we use with clients to help them with their retirement planning so they can ensure they can live the lifestyle they want when they give up the rat…
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