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

Strategic wealth management

Strategic wealth management is the management of wealth (financial resources) according to a well-considered plan (strategy), focused on financial goals, known timeframes; and allowing for the investment risk aversion of the individual or family/ group for whom wealth is being managed. [The term 'wealth' is limited to the financial resources for this discussion: we acknowledge that there are other factors that constitute wealth in lifestyle terms.] What is 'wealth management'? In the [...]

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