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Making Room for the extras in Retirement

February 2, 2019

Are you up to 15 yrs out from Retirement? In baby step 2  to Rock your way into Retirement, it’s important to consider what it is you are doing and plan as much as you can for this. We are going to discuss how to plan for those extras in retirement, the sauce that gets…

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Are you experiencing the not so thrifty 50’s?

January 25, 2019

With all the talk of recession combined with shaky investment markets, are you now considering whether you will have enough to enjoy your lifestyle in retirement? Although there are things that you cannot do about the markets, the economy or the world, there are many things you can do intentionally to ensure you are Rocking…

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What’s Required To Be Financially Independent? The Right Focus!!

January 14, 2019

I’ve just come back from a family holiday to Melbourne, all refreshed ready to help our clients along with anyone else start their journey to becoming financially free, get on top of their finances and experience more without being worried about money. Now, that can mean different things to different people.  It could be that is…

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ASPIRATIONS + SAVINGS + TACTICS + METRICS = FINANCIAL FREEDOM

January 5, 2019

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…

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6 Steps To Financial Freedom in 2019…

December 29, 2018

As we see the end of another year, are you sitting there assessing the year that has been, whether it be your wins or lost opportunities, it’s time to let it all go.  2019 in a new year, no point wasting energy on what could have been. When it comes to New Year Resolutions we…

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Christmas message 2018!!!

December 22, 2018

We would like to wish everyone a very Merry Christmas. In our message, we talk about the year that has been, what our amazing clients have achieved, the challenges the industry has gone through and what we look forward too in 2019 including some new tools to assist our clients to make better investment decisions.…

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My $52,381 mistake that can save you thousands!!!

December 21, 2018

Many of us think we can beat investment markets or pick the latest stock that is going to make us rich.  Even take a hot tip from the bloke at the local pub.  We’ve all been there with the hope it will make us rich or at least make us feel better. This happens more…

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Smashing Financial Goals Never Happens Easily!!!

December 15, 2018

As a kid, I loved lego while also giving things a go.  Nothing seemed to get in the way, nothing seemed to scare me. However, as we get older fear sets in, fear of failing, fear of what people other people will think, fearful of the unknown. I see these traits in people all the…

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When Markets Fall!!!

November 26, 2018

Whether you have a lot of experience with investing or very little, you’ll experience periods of frustration and concern with your investments when markets go down whether you are a long way from retirement, close to retirement or already retired. From time to time investment markets get a little scary.  For some, this brings up anxiety,…

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Father of one struggling on $300k a year!!!

November 11, 2018

Getting on top of your finances is something many are aiming for.  However, you would think that earning $300,000 a year would lead to quite a comfortable lifestyle.  Nice house, nice car, regular holidays, kids in nice schools however it is quite common for people on this level of income to feel like they are…

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