Goals The things that are important to us and what we strive for. Don’t I want a financial planner to make money for me? The old school approach to financial planning that in some respects has been superseded now it is easy and cheap to invest. What is important to...
How much money do you need to retire?
How much money do you need to retire? You might as well be asking yourself how long is a piece of string! Retiring with the right amount of money is obviously important, but can feel like a guessing game. There’s so many factors to consider, and it’s not a one-size...
The 25% retirement rule you need to know!
What is it? An estimate of how much you’ll need to save for retirement. It assumes a withdrawal rate of 4% of your savings in year 1 of retirement. Future withdrawals are indexed with inflation. If you want to live on $50,000 in retirement (assuming self-funded), you...
Consistency is key to comfort: a client Q&A
Jock Kelso started from humble beginnings and is now a retired radio advertising executive. With his lovely wife Dot, they have a family and lived in Sydney while Jock worked for various top radio stations and was Sales Manager at Radio 2UE Sydney. He describes these...
How long will $2 million last in retirement in Australia?
We don’t like sacrificing. And with retirement, we don’t want to sacrifice when it comes to the dreams of travel and a comfy life, but we also don’t want to lose out on today – by just saving for tomorrow.
The Four Biggest Retirement Planning Mistakes
Read about four of the biggest retirement planning mistakes we find when working with Australians planning for retirement.