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Financial Autonomy - When do SMSF’s make sense?

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October 25, 2023

When do SMSF’s make sense?

When does it make sense to move your superannuation savings into a Self Managed Super Fund? Is not shifting to an SMSF a wasted opportunity? Who should have a self managed fund? This week we’re going to get you answers to all these questions. So if you’ve ever wondered whether a Self Managed Super Fund … Continued

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June 7, 2023

Preparing for the Unknown: Tips for Being Ready if You’re Made Redundant

Redundancy. With the Australian economy slowing as the impact of higher interest rates begins to bite, job cuts are likely to accelerate. Layer on top of this the potential impact that artificial intelligence might have on the white collar workforce of the future, and it’s easy to understand why many people are feeling anxious about … Continued

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May 12, 2023

When can I cut back to 3 days per week?

A goal for many of the clients that we work with is to cut back from the need to work a traditional 5 day work week. In this video we consider when it would be possible for Dominic to cut back to 3 days per week, without putting himself in financial stress later in life. … Continued

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May 5, 2023

Can I spend $20,000 every second year on travel and still retire at 60?

The second in our financial modelling series.   Travel is a key goal for so many of us. This video looks at how we can determine what is possible.   View it here: https://www.linkedin.com/feed/update/urn:li:activity:7054367669143162880  

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April 28, 2023

When can I afford to retire?

This is the first in a series of short videos we’ve put together to demonstrate the value of financial modelling.   Financial modelling and scenario analysis is frequently the core of how we assist our clients.   Take a look here: https://www.linkedin.com/feed/update/urn:li:activity:7054365048458129408

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July 27, 2022

Progress

Bit of a different flavour to this weeks episode. I hope you enjoy it. Progress. When we think about progress we normally think about technological progress, perhaps in the medical space or electric cars. However I’ve recently returned from a family holiday in Italy, and it’s made me reflect on the progress of humans. Galileo … Continued

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May 25, 2022

How to get in front of rising mortgage rates

Interest rates are on the rise. NZ, Canada, the UK, and the United States, have all started bringing rates back to more normal levels. Our Reserve Bank followed suit, lifting rates in May 2022. For those with debt, we’ve all enjoyed the incredibly low interest rates of the past few years. But all good things … Continued

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March 16, 2022

Investing in Uncertain Times

There is always a degree of volatility on investment markets. But there are times when world events raise the level of worry and uncertainty, causing markets to seesaw, sometimes violently, from one day to the next. As investors, this sort of activity doesn’t put us in our happy place. A slow and steady upward climb … Continued

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March 5, 2021

Best Australian Email Newsletters

I’m a big lover of email newsletters. My morning routine goes like this. Over breakfast I scan through the AFR so I’m across what’s happening in the business world. Hey, not everyone’s cup of tea I know, but for my profession I need to know what’s going on. Once that’s ticked off, I slide over … Continued

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