Someone called today to ask “when would be the best time to start talking to you about retiring?” That’s the one question I wished more people asked before they finish working! Instead most people wait until they finish working before planning for retirement! Unfortunately planning after retirement reduces the options available to create awesome outcomes.…
Helping families secure their retirement always makes me happy. It’s about giving clients peace of mind, while using the right strategies to maximise outcomes and to minimise tax implications. Recently one family sold a large family home, finding themselves with around $1M of surplus funds to help fund their retirement. Because of their circumstances, we…
For many years I used to think education, skills and experience were the most important parts of being a really good financial planner. Lately that opinion has changed… Now I realise one of the most valuable skills a financial planners can have is the ability to listen. To TRULY LISTEN and to ask leading questions.…
Receiving money from an Estate can totally change people’s lives, in ways they hadn’t thought possible. In the last year I’ve helped several families who’ve lost Loved Ones, only to eventually receive significant financial windfalls from their Estates. Those inheritances have been life changing for the people concerned. Often there’s guilt associated with receiving money…
While doing a presentation this week I asked two audience members “What’s your vision for your future”? and got two very different answers! Because the first person was approaching retirement…they’re focused on their retirement lifestyle, where they have time and money to enjoy their family. The second was early twenties…and the response was ‘I don’t…
Who knew living a long and happy life could be so expensive? Most people have no idea how expensive retirement can be. We tend to live longer and longer these days; thanks to advancements in modern healthcare it’s possible for people to live until they’re well over 100. It’s incredible when you think about it,…
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