RetirementI’ve written extensively about the need to be financially prepared for your retirement.
And while many clients are indeed financially prepared for retirement, they are however not emotionally prepared.
What do I mean by ‘emotionally prepared’?
Retirement is a major life change, that not everyone is prepared for.
For m... | | Read More | Ask most people what they associate wealth with and most likely the response will be money.
Money (and wealth) is usually associated with super successful business people, celebrities and possessions (multiple homes, luxury cars flying first class).
We’ve all become (or tuned) to associate wealth with money.
Is it time that we de-couple... | | Read More | To say we’re living in somewhat very challenging times could be considered as relative.
While we are experiencing higher interest rates and cost of living expenses, for those who can remember the days we had interest rates at 18% and an inflation rate of 8%-10% in the mid-80s, things don’t look so bad right now.
However, as I said,... | | Read More | According to a world-wide survey (including 600 in Australia), by State Street Global Advisors (released in 2022), involving 3500 workers, it appears over a third of Australians, have very low confidence in their retirement plans.
40% Australian workers had expressed little confidence in their readiness to retire and the concerning part is that... | | Read More | As of January 2023, so much has happened in the last few years that has impacted our lives – pandemic, war, rising inflation, rising interest rates, and rising cost of living – just to name some.
Generally, we all accept that having a sound financial plan for achieving financial goals, investments and retirement is the right thing t... | | Read More |
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