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People are struggling to put their own retirement roadmap together. It’s no surprise given the complexity of the retirement system. It call feel a little chaotic at best. Then you’ve got to work out the whole investment piece. It’s a lot and most people have little expertise to work it all out… And then there’s…
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Retirement planning is a mystery to most. No wonder, it’s not like it’s something you do everyday… Transitioning from your working years to retirement life comes with its challenges. Ranging from how you are going to spend your days and weeks. How are you going to pay for your retirement lifestyle? Don’t forget long term…
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As a kid I remember the fairy tale of the three little pigs…and the BIG BAD WOLF. When our boys were young I remember reading this fairy tale night after night. They loved it when we got to “then I’ll huff and puff and I’ll blow your house in”. We used to try and outcompete…
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Only 10% of pre-retirees have a documented retirement plan. While three in five have vague plans at best.. Wow…wow and wow… These were the findings by recent research conducted by Fidelity International on the current state of pre-retirees and retirees in Australia. Retirement is no time for vagueness… For those on the cusp of retirement.…
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Retirement can be a scary time… Anxiety and stress starts to kick in as you cross that line from your working life to one of leisure and adventures. It’s the uncertainty and fear of what happens next… Going from a structured life of some 30 or 40 years to unstructured. You want it to be…
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The game plan started to unravel just after the midpoint of our batting innings… It was the last cricket game for the season for my son’s Under 12’s team. We’d only beaten this team two weeks prior in a tough contest. As their coach, I set the game plan… On our home deck, knowing 100…
Read MoreJust the other day I was meeting a new client. A nice lady, Mary, who had a financial planner looking for a second opinion. Mary, married for the second time, kids out of home but given their situations, needed some help financially. While she was working a couple of days a week, she wanted to…
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What it is not? Lately I’ve been speaking with a lot of folks who are experiencing the same problem. They are looking for good advice…they want good advice…happy to pay for good advice. But everytime they speak with someone they spend their time trying to convince them to buy a product or invest a certain…
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The answer is going to make you rock back on your heels… There’s something that’s more important than your investment selection… That if you don’t get dialed in…don’t get right from the start, you risk your retirement dreams blowing up in smoke… The ticking time bomb… We met with a couple last year who came…
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I got off the phone the other day with a lovely lady who was frustrated and time was running out… …retirement edging closer by the day…uncertainty increasing…becoming more difficult by the day to figure out the right course to take… The frustrating challenge of finding the right adviser to help with retirement planning… She was…
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