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How Investment Portfolios are Managed?
An important part of managing your wealth is keeping your money safe. Your portfolio is designed to preserve your wealth over time. To pay income when you need to it. Avoid selling growth assets in down markets. Here are a number of videos to educate you on how those investment decisions are made. How…
Read MoreDream Up Your Retirement Worksheet!
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…
Read MoreRetirement rules broken…experiences lost…where is Elfie?
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…
Read MoreClient October 2019 letter…
Dear Valued Jigsaw Client, So, we’re less than 100 days until the end of another year. As a large number of our clients return from their hiatus from the cold, spending months in the warmer parts of Australia, I reflect where our clients have been and what experiences are to come. We’ve had clients…
Read MoreDo You Have A Game Plan For Your Retirement?
Do You Have A Game Plan For Your Retirement? So, Retirement’s on your mind. You’re starting to think a little more seriously as it approaches. You’ve saved hard and want to make the most of the working years you have to fund the next 20-30 yrs of lifestyle. But not sure where to start. It’s…
Read MoreAre you experiencing the not so thrifty 50’s?
With all the talk of recession combined with shaky investment markets, are you now considering whether you will have enough to enjoy your lifestyle in retirement? Although there are things that you cannot do about the markets, the economy or the world, there are many things you can do intentionally to ensure you are Rocking…
Read MoreWhat’s Required To Be Financially Independent? The Right Focus!!
I’ve just come back from a family holiday to Melbourne, all refreshed ready to help our clients along with anyone else start their journey to becoming financially free, get on top of their finances and experience more without being worried about money. Now, that can mean different things to different people. It could be that is…
Read MoreChristmas message 2018!!!
We would like to wish everyone a very Merry Christmas. In our message, we talk about the year that has been, what our amazing clients have achieved, the challenges the industry has gone through and what we look forward too in 2019 including some new tools to assist our clients to make better investment decisions.…
Read MoreSuper Part 4|Investing in Super 101
By now if you have been reading these posts you have been building your knowledge around super, we’ve talked about what is super, tax effective contributions and lump sum contributions. We’re going to delve deeper into investing inside super. So, let’s get to it… Let’s start with the basics… Investments are generally broken down into…
Read MoreCase Study|Retirement Planning| Joe & Kerry
Case Study | Retirement Planning | Joe & Kerry Background: Joe & Kerry both worked hard in their careers while bringing up three children. Like most, they live a busy lifestyle. Although they love what they do they realise that the day they finish work and retire is coming at a faster pace than what…
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