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Transitioning from your working life to your retirement lifestyle is a major life transition. Moving from a structured Mon-Fri 9-5 routine to little to no structure. For some this can be an extremely daunting and stressful time. The reality is your routine will change. Your financial arrangements will change and you’ll probably freak out a…
Read MoreMoney, dreams, aspirations and your NEXT chapter are at stake. It’s a BIG burden to bear… And when it comes to your money and funding your retirement, it’s a highly emotional topic. After all, you’ve worked for 30 plus years building your next egg. Your emotions are heightened as you approach your next major life…
Read MoreYou’ve reached middle life or a little further on than that. You’ve done some things, done some stuff and now retirement is on the horizon. You’re “Next Chapter” is not far away. But there’s an elephant in the room… How do you know you’re going to be okay financially in retirement? How do you set…
Read MoreIt’s not a time to start getting fancy. It’s time to focus on the steak, not the sizzle… Building a solid foundation If you are five years from retirement it’s time to start building a solid foundation. Time to take stock of where you are financially and assess how things could pan out. In other…
Read MoreUp until age 45-55, it’s all about personal achievement. You’re busy establishing your career, getting married, raising kids and putting them through school. It’s hectic… It’s not until you reach middle life that you realise there’s a BIGGER mountain to climb. A much BIGGER goal is at play. That’s achieving fulfilment, a life well lived…
Read MoreWhen you combine a serious sport with entertainment and it becomes one of the most watched shows on TV, is there a problem? As you line up to try and putt a golf ball through a hole in a wall while being set on fire. Or run across a narrow ledge past a line of…
Read MoreYou’re at the prime of your earning potential. Your personal and professional networks are thriving. Financial obligations are nearing an end or ceased(supporting kids, paying off mortgages etc). You’ve got more free time. Your attention naturally turns to reflecting on the life you’ve lived and the life you want to live in the years still…
Read MoreOn the weekend I attended an educational wine event. A Somm (sommelier) for a day. It was an education on how to taste wine, the sommelier way. I’m partial to a good red or two. Maybe you enjoy a glass or two of wine. When it comes to those who like wine there are two…
Read MoreDo you know what return you achieved inside your super fund for calendar year 2020? Based on Chant West’s research. The average industry Balanced Fund (holding growth investments of 41-60%) generated a return of 3%. While you wouldn’t call this shooting the lights out. It’s a great result considering the worlds economies were on life…
Read MoreThe unpredictable events of 2020 has taught us some deep lessons. That no matter what the world throws at you, you must be agile in your planning. We only have to look as far as the Navy Seals and the SAS. Learn from how they prepare for stressful and highly volatile situations. How they manage…
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