Posts by Glenn

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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Sorry, you’re telling me to spend more money…

There I was in a client meeting discussing with James and Cindy their travel plans.  They were in there late 60’s and had been retired for some time.They had been farmers all their life, sold up and retired.  Initially, it was difficult for them to adjust in the first few years, not only with the fact their…

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Untidy Gardens | Untidy Investment Portfolios

I’m embarrassed to mention this, but, I have left my gardens unattended for a couple of months now and they are looking disgraceful.  Overgrown lawns & weeds everywhere.Keep reading as I discuss the relevance in protecting your investment portfolio.My garden.  Since returning from a family holiday I’ve been really busy working on my business and helping…

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B.S. Called On Expert

I want to tell you about this Financial Adviser where B.S. is being called.  You might find I go on a little rant here…💣Is what this Adviser saying really B.S?.💣He posts a fair bit on Facebook, mainly to help educate more people on how to better balance living today while setting themselves up for a great life…

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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…

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Best Laid Plans Come Unstuck…

Alarm blaring away at 3:30 am on Monday morning. As I was dragging myself out of bed I was thinking to myself why was I doing this, it was 3:30 am the morning after all… We were about to embark on a family holiday to Palm Cove, to get some sun in the dead of…

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Are John & Sandy On Track To Achieve their DREAM Retirement?

Part 2 Resources: We find out whether John & Sandy are on TRACK to achieve their DREAM Retirement Click here>> to download the PDF shown in the video. Click here>> to download the Rock Retirement Guide. Click here>> to view John & Sandy’s Case Study – Part 2.     Part 1 Resources: John &…

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Want a “GREAT” Retirement?

Want a “GREAT” Retirement? So, you want a Great Retirement?  After all, who dosn’t? You’ve worked long and hard for it. The day where you have more time freedom whether you decide to fully retire or the opportunity to reinvent yourself. A Retirement where you create new experiences, holiday when you want, spend more time…

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