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Every year we talk to many people who are on the cusp of retirement. In almost all cases they could have ended up in a better financial position come retirement. You might be asking why this matters? Many approaching retirement are missing simple steps that could improve if not upgrade their retirement lifestyle. We work…
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You’re dreaming about no longer being chained to the 9-5 grind. Dreaming about relaxing days and time freedom in retirement. It’s so close, you can taste it… Between countless posts on google and the resources being put in front of you on a daily basis. It feels like you are drowning on all the information…
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It’s Tuesday 14th, 2022. The share market just go smacked by 345 points, nearly 5% in one day… Oh. Em. Gee… (That’s OMG or “Oh My God”, apparently) You may be feeling like a million bandaids have been ripped off in one hit. It hurts…BIG TIME… And who knows if there is more to come……
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What if you could retire earlier than you had planned? It may not be 5 years, but what if it was 4 years or 2 years or even one year. What would this make possible for you? What would you do? Bring forward your overseas adventures… Purchase a caravan and jump on the grey nomad…
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I got off the phone this week with Jeff who was looking for some help planning his retirement. The only problem was that as we got into the discussion his sole focus was accessing the age pension… I was a little surprised as Jeff seemed to be a smart guy and accumulated a reasonable amount…
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Inflation fears…falling investment markets…interest rates increasing…war…Covid 19 fatigue and the end of a long term raging share markets… There’s a lot going. It’s a scary time, especially if your nearing retirement. Your super could be down $50k/$100k/$200k or more… How do you make sense of it all? Is your retirement still on track? What action…
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I’ve just got off a zoom call with Dan & Julie. We discussed three potential paths their retirement path could take. Dan & Julie, aged in their late 50’s, had plans to hit the open road in their caravan and explore the far reaches of Australia. While they enjoyed their work, they wanted more time…
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I’ve just got back from lobster and wine territory in the Sth East of South Australia. A trip I make a couple of times a year to visit our valued clients in that region. A great part of our state. One thing that has changed is the grey nomad train is alive and kicking. I…
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I just got out of a client meeting where we had been discussing this very issue… Long term clients of mine, let’s call them Jack and Jane. Jack had been retrenched about 10 years again and forced to find other work. Luckily for Jack he was able to find some work. Work that he loved…
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Over the last few weeks I had a lot of phone calls with prospective clients. I’m noticing with a lot of the folks I’m speaking to, they are falling prey to this phenomenon called “Analysis Paralysis”. Searching high and low. Researching anything and everything retirement planning. In other words, searching for the silver bullet…in the…
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