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Advice Dilemma | Aussies Want & Need Advice But Taking Action Is A Different Story…

September 16, 2019

I think it’s fair to say the financial services industry has taken a battering to say the least over the last two years. Largely driven by the Royal Commission into the practices of the financial services industry. You may have been following closely what has transpired over the last 2 yrs and been shocked at…

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Untidy Gardens | Untidy Investment Portfolios

August 26, 2019

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

August 18, 2019

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!

August 5, 2019

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…

July 30, 2019

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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Case Study | John & Sandy | We examine their Gameplan for a Confident Retirement!

July 22, 2019

Part 3 Resources: We examine their Gameplan for a Confident Retirement! Click here>> to download the full Confident Retirement Gameplan shown in the video. Click here>> to download the Rock Retirement Guide. Click here>> to view the final video in the series.  We examine step by step the Gameplan for their Confident Retirement Plan. (…

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

July 7, 2019

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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Confident Retirement Gameplan – Resources

July 1, 2019

Confident Retirement Gameplan Resources: 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 1.

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Want a “GREAT” Retirement?

June 24, 2019

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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Given this market “Investing for Retirement”

June 17, 2019

Given this market “Investing for Retirement” Glenn, I’ve got cash sitting around and know that I need to invest it but I’m concerned about current market levels. Should I invest or wait for a dip in the market.  I’m concerned I might have left it too late. After all, we’ve had such a great period…

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