Retirement Planning

What an expensive watch can teach you about the dangers of emotional decision making?

Last week, the story which dominated the headlines and news channels was Christine Holgate, CEO of Australia Post. She rewarded seniors managers with watches. Not just any watches, but $5,000 Cartier watches. Not being a watch person I wouldn’t be able to tell the difference between a Seiko and a Cartier watch. It caused a…

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Expenditure worksheet

A critical component of any retirement plan is understanding your expenditure.  Not only now but also your future expenditure. You can DOWNLOAD our expenditure worksheet here>> We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+. The purpose of this is we’ve identified three expenditure taps leading into and through retirement…

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How to STOP making retirement planning decisions like a CONFUSED Donkey!

…without risking your retirement dreams, even if you are uncertain about the future. Have you ever been stuck trying to make a decision for yourself? Perhaps it’s one of these: How do I invest my money the right way and safely? How do I know I have ENOUGH money to retire when I’m ready? Will…

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Evidence Based Investing

The financial landscape is full of investment options. Around every corner, you’ll find a different approach. While many are full of marketing hype and that one person knows the future. There’s is undeniable evidence which has stood the test of time. Evidence-based investing. In it’s simplest form, it’s your asset allocation which drives your investment…

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