Retirement dreams

Bringing retirement dreams to reality Retirement dreams are what motivate many of us to work - particularly for the last several years of working life. To dream is important, but to bring the dream to life, takes planning, focus and effort. This article sets out some of the key questions that will need addressing; and links to related articles with more in-depth coverage of some of the primary issues. Retirement: [...]

By |2021-04-18T12:27:08+10:00November 15, 2013|Retirement Planning Strategies|0 Comments

Accumulating wealth

Accumulating wealth: but 'When is enough?' Knowing that most of those people born in generations following 'the Baby Boomers' will probably live longer after retirement than they worked prior to retirement, accumulating wealth for that phase of life is a primary goal for most of us. For this article 'enough' is the amount that you are satisfied will enable you, in all reasonably-assumed circumstances, to achieve all of your lifestyle and financial needs, [...]

By |2020-12-10T15:10:02+10:00October 16, 2013|Wealth Management|0 Comments

Funding early retirement

Funding early retirement can be a challenge Funding early retirement is an important consideration for those choosing to opt out of the workforce before the traditional retirement age. The traditionally accepted age for retirement is 65. Whilst there is often discussion that this age should be extended because of extended life expectancy over the past century: nevertheless it is still the case that large numbers of people find themselves ‘retired’ well before that [...]

By |2020-12-16T18:56:36+10:00September 20, 2013|Wealth Management|0 Comments

Wealth protection assurance relieves financial stress

- Life insurance outsources financial risk Wealth protection assurance will restore the smiles to the faces of those dependant on your ability to continue to provide income with the certainty and regularity enjoyed whilst you are in good health and physically able. You may consider yourself invincible (and we wish for you that you are correct in that assumption): but what if the driver near you has an accident that involves your vehicle? Or [...]

By |2017-07-31T14:33:46+10:00September 20, 2012|Risk Insurance Strategies, Wealth Management|0 Comments

Business Succession planning critical

Why business succession planning? Business Succession Planning is an important way to provide peace of mind and the comfort of financial independence to the family, partners and business stakeholders of the entrepreneur in control of the business. It ensures that there is an orderly process prescribed for ownership/ governance succession that provides for it to continue following the departure of (one of) the current owner(s). At its simplest, business succession is the act [...]

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