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Is this the year you’re going to plot your pathway to a comfortable retirement lifestyle? Maybe you’re on the cusp of retirement or there’s still a little time till you pull the pin on your 9-5 job… Whatever position you’re in, do you know if your retirement lifestyle is achievable? Why? Time is ticking away…time…
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Retirement is a little like scaling the summit. From the bottom you can see the peak. As you scale the mountain from the bottom, at times you lose sight of the summit. There are challenges you need to overcome to safely scale the mountain and reach the summit. But what are the blind spots you…
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Recent cyber breaches with Medicare and Optus, it’s cause for concern. It’s more important than to keep your data and information online safe from a cyberattack. Word of warning… I am a financial planner not a cyber security expert. However, over that last couple of months I have been on a number of cyber security…
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There I was listening to names being read out for sports awards at my children’s school. Only to be stopped and the guest speaker announced… Funny story…she’d made her way to the senior school instead of the junior school. It’s about a 20 minute drive between the two. She was meant to speak prior to…
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Or perhaps you need a plan to make work optional… You might be sitting there going, but aren’t you a financial planner… I am a financial planner but one who specialises in retirement planning…there’s a BIG difference. For most of your working life, financial planning is what you need. Accumulating and squireling your hard earned…
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Meet Gary and Julie, in their mid 60’s and recently sold their business. Hoping the sale of their business would be enough to fund their retirement lifestyle. Like most people, they’d worked hard and now was their time to shine. Time to do more enjoyable things while they were fit and able too… Get your…
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This week we had conversations with a long term client, new client and a prospective client. For our long-term client, they had recently sold property as part of an estate they were receiving. Working hard all their life and not quite in a financial position to fully retire. Their inheritance allowed them to bring forward…
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There’s a lot going on in the world right now… Recession fears… Interest rate hikes… Double digit share market falls… High inflation… War in Ukraine… It’s a lot to take on board. Perhaps you’re a little worried about how the current events will impact your ability to retire comfortably. Concerned about running out of money……
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Back nearly 12 years ago we welcomed into the world our first child. He was not waiting for anyone…just wanted to enter the world in a hurry. It was an anxious time…not knowing what the future would hold. Going from a pretty carefree lifestyle to one dedicated to bringing up a little human being. At…
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Ding…an email had just arrived in my inbox. A response from one of my recent posts… A guy looking for the best strategy when investing for retirement… From the email, I gathered he had done pretty well in his investment journey… Stating that he thought the large super funds in Australia had underperformed. Underperformed compared…
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