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How we help our clients live their best life!

November 18, 2019

Want to know how we help our clients?  Click below to download, How we help our clients live their best life.   How we help our clients live their best life

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Optimising Time For Maximum Impact And Experiences…

October 17, 2019

I’m a big fan of maximising my time for experiences. Alarm blaring at 5 am, I roll out of bed reluctantly but a little excited. Realising the day ahead I get dressed.  I grab my lunch and drive half an hour to the boat ramp dreary eyed, but looking forward to what was going to…

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Client October 2019 letter…

October 7, 2019

  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…

September 24, 2019

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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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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