BLOG

Are you confident you know what your magic number is to live an abundant lifestyle?

January 17, 2021

So you can do what you want, when you want, with the people you want without fear of running out of money! Two-thirds of over 50’s worry about how they will fund their retirement. Data cited by Fidelity International recent research, “Building Better Retirement Futures”. In reality, I suspect this number is higher. Many think…

Read More

Self-funded Retirement Video Series – #1 Which Retirement Path Are You On?

January 9, 2021

Three videos to help you take the predictable path towards living an abundant lifestyle in retirement. Video #1 Which Retirement Path Are You On? There are 4 potential retirement paths.  In this video we explain the 4 paths.  Which one are you currently on? Download “Dream up your retirement worksheet” A worksheet to help you…

Read More

How to worry less in retirement by playing the investment game right!

December 1, 2020

Many factors contribute to your investment return. One of the most important ones…staying the course. Ignore this at your own peril… Two years ago, I’d had to swallow my own advice. Not investing but fitness. I took on a challenge to get in better shape. It involved reducing my calorie intake combined with the right…

Read More

3 Steps To An Unbreakable Retirement Plan

November 12, 2020

Simple path. Create a retirement plan which doesn’t break. Sure, it might flex a little but it does not need to break if done right. Planning one’s retirement is complex, confusing and frustrating at the same time. It doesn’t have to be that way. Apply these three steps to your retirement plan and watch your…

Read More

How Tiger Woods can help you retire confidently?

November 4, 2020

Are you struggling to make financial decisions amongst the distractions and noise? The key to increasing your confidence and therefore retiring comfortably is decisive decision making. What we can learn from Tiger Woods to elevate your lifestyle in retirement… Tiger Woods, arguably one of the best golfers in the world. If not one of the…

Read More

What an expensive watch can teach you about the dangers of emotional decision making?

October 30, 2020

Last week, the story which dominated the headlines and news channels was Christine Holgate, CEO of Australia Post. She rewarded seniors managers with watches. Not just any watches, but $5,000 Cartier watches. Not being a watch person I wouldn’t be able to tell the difference between a Seiko and a Cartier watch. It caused a…

Read More

The final push towards retirement is like winning your own premiership!

October 30, 2020

Friday was a long day. Port Adelaide, top of the table all year, was aiming for their first appearance in a grand final for a long time. Sure they are a team you either love or hate, but I’ve supported them from a young age. And, not all in our household are Port supporters. Surprisingly…

Read More

What does the budget mean for you?

October 30, 2020

With the impact of the COVID-19 on the economy, the federal government had no choice but throw the kitchen sink at pulling Australia out of recession. Having said that, we went into this recession in relatively good shape. The main theme, to get the Australian economy humming again in 2021. So, let’s look at what…

Read More

How to navigate the new retirement landscape?

October 16, 2020

Grab a coffee, a comfortable chair and sit back and explore how retirement has changed. So you can make your retirement years the best of years. Call it retirement or financial independence. It’s a time in your life where you can choose to work or drift off into the sunset to a new chapter. Spend…

Read More

Expenditure worksheet

October 8, 2020

A critical component of any retirement plan is understanding your expenditure.  Not only now but also your future expenditure. You can DOWNLOAD our expenditure worksheet here>> We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+. The purpose of this is we’ve identified three expenditure taps leading into and through retirement…

Read More