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Investment markets ROCKED. Now What?

February 29, 2020

  We want to take a moment to update you on our thoughts related to the coronavirus. Its impact on the financial markets, and, ultimately, on your personal financial planning and retirement plans. Going into this New Year, many stock markets around the world were trading near all-time highs including major indexes here in Australia,…

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Damaging ripple effect of NOT managing your financial life!

February 20, 2020

Do you worry about your finances on a regular basis? # 1 Are you worried about whether you will have enough for retirement? # 2 Do you constantly worry whether you are investing the right way? # 3 Wondering how much longer you’ll need to work? # 4 Does the thought of running out of money in retirement…

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How are you going to spend 168hrs a week in Retirement?

February 20, 2020

168 hours per week…30 years…3 decades…262,080 hoursThat’s a looong time to keep busy.The modern retirement can span 20 to 30 years and maybe even more dependent on health.It’s no longer a vision of spending endless days on the park bench. That was your parent’s and grandparent’s retirement.Retirees today are more active than ever, healthier than ever (even…

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The disgraceful lie…

February 7, 2020

Yikes… Never thought I’d be seeing this. For the average investor, trying to decipher what information to rely on is difficult at the best of times, and then, what if it is horribly wrong?  What then… Sorting the wheat from the chaff just chews through your valuable time. Recently, an email hit my inbox, sprouting…

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Mind your retirement GAP…

January 28, 2020

Why is it that so many are worried about whether they can afford their retirement lifestyle? More often than not it comes to a couple of key factors:#1 Not knowing your numbers, taking a guess is not going to cut the mustard.#2 Not following proven processes and systems to make it happen.#3 Let their behavioral…

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How are you going to fill your 168 hrs a week…in retirement?

January 10, 2020

168 hours per week…30 years…3 decades…262,080 hoursThat’s a looong time to keep busy.The modern retirement can span 20 to 30 years and maybe even more dependent on health.It’s no longer a vision of spending endless days on the park bench. That was your parent’s and grandparent’s retirement.Retirees today are more active than ever, healthier than ever (even…

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Dream Up Your Retirement Worksheet!

January 10, 2020

Dream Up Your Retirement Worksheet! Step #1 – Dream up your best life in retirement. Click here to download Dream up your retirement worksheet>>   Instructions on how to complete the worksheet:#1 We’ve broken the retirement lifestyle in 4 categories, Vocation, Vacation, Relaxation, and Recreation.  Pick the ones you value most.#2 Pick up to 6 (if you…

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Fearless Investing…

December 18, 2019
Investing for retirement

What type of investor are you? Are you a confident investor? You know how it works. Buy growth investments. Hold for the long term. You know compound interest will work for you. You don’t panic when share markets fall. Actually, you look forward to it like when your favourite shop goes on sale once a…

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Retirement rules broken…experiences lost…where is Elfie?

December 10, 2019
retirement planning

Retirement rules broken…experiences lost…where is Elfie?   Eagerly searching room by room.After no success.​​Dad, dad, where is Elfie, have you seen him?No, no but I wouldn’t be surprised if he’s upset about your recent behaviour…Not believing me they went searching a second time.The eldest (9) came back with tears in his eyes devastated that they could…

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Lessons from the FIRE movement that will SAVE your Retirement…

December 2, 2019
retirement

Lessons from the FIRE movement that will save your Retirement… The FIRE movement hey, what are you talking about this time, Glenn?You may or may not have heard of the FIRE movement or Financially Independent Retire Early.They want to do things differently, impatient, wanting to not wait until their 60’s to enjoy the freedoms most work their whole…

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