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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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Are John & Sandy On Track To Achieve their DREAM Retirement?

July 7, 2019

Part 2 Resources: We find out whether John & Sandy are on TRACK to achieve their DREAM Retirement Click here>> to download the PDF shown in the video. Click here>> to download the Rock Retirement Guide. Click here>> to view John & Sandy’s Case Study – Part 2.     Part 1 Resources: John &…

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Confident Retirement Gameplan – Resources

July 1, 2019

Confident Retirement Gameplan Resources: Click here>> to download the PDF shown in the video. Click here>> to download the Rock Retirement Guide. Click here>> to view John & Sandy’s Case Study – Part 1.

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Want a “GREAT” Retirement?

June 24, 2019

Want a “GREAT” Retirement? So, you want a Great Retirement?  After all, who dosn’t? You’ve worked long and hard for it. The day where you have more time freedom whether you decide to fully retire or the opportunity to reinvent yourself. A Retirement where you create new experiences, holiday when you want, spend more time…

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Given this market “Investing for Retirement”

June 17, 2019

Given this market “Investing for Retirement” Glenn, I’ve got cash sitting around and know that I need to invest it but I’m concerned about current market levels. Should I invest or wait for a dip in the market.  I’m concerned I might have left it too late. After all, we’ve had such a great period…

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Can You Predict the Future?

June 10, 2019

Can You Predict The Future? I can, well, sort of. No, I’m not some weirdo that can tell what the future’s going to hold. However, what I can do is tell you what can happen if you take a certain path when it comes to your retirement journey. When I’m meeting with my clients, I…

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Are You Prepared For A Rollercoaster Retirement?

June 3, 2019

Are You Prepared For A Rollercoaster Retirement? It was 9:30am on Thursday morning in 2017. There was anticipation and excitement in the air. We were on a family holiday in Hong Kong and we were making our way to Disneyland. My two boys, Nicholas (6) and Joshua (3) along with my wife Danielle we all…

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ScoMo Gave You A Gift For The Next 3 yrs…

May 26, 2019

ScoMo Gave You A Gift For The Next 3 yrs… Election Day.  Did my duty, dragged myself to the local voting booth.  Oh yeah, and had the mandatory sausage in bread. Given I help people plan, transition and live a great retirement, I was feeling a little let down by the system. Expecting the game…

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Torching the Dad BOD, Wisdom & Fast Tracking Your Retirement…

May 13, 2019

Torching a Dad BOD, Wisdom & Fast Tracking Your Retirement… Yes, I torched my Dad BOD and I’ll tell you what you can learn from this that’ll help you fast track your Retirement. As a committed parent, time flies by like the speed of lightning, particularly with kids demanding your attention 24/7. The years tick…

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Market Beating Returns Is Not What You Really Want…

May 6, 2019

Market Beating Returns Is Not What You Really Want… I know what you’re thinking.  Is he going to go all deep and meaningful on us now?  Anyone who knows me, it’s not my style. I’ve spent many years in front of clients and I want to share some wisdom that will help you focus on…

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