Retire comfortably

The lowdown on ethical investing and how it works

Ethical investing is booming, with more and more mum-and-dad investors looking to sharpen their superannuation portfolios to align more to what’s important to them. What started as a bit of a niche investment space decade ago, has definitely hit the mainstream in the world of finance. In fact, a host of prominent superannuation funds now offer a variety of ethical investment-driven products. So what is ethical investing...

19 July, 2021 / 0 Comments
6 things you can do right now to boost your wealth

It’s easy to put stuff off in life. That might be joining the gym so you can start getting fit, for instance. It might be saving for that next holiday. And that’s no criticism. I’m guilty of it. In saying that, I’m definitely getting better at taking action on stuff now rather than later. Maybe it comes with age. Stuff like exercising and getting fit, for example,...

02 March, 2020 / 0 Comments
In your 40s and don’t have back-up plan?

Yeah? You might want to read on.  In your 20s and 30s, I’d argue you’re primarily focused on two things: your career and having fun. If you’re lucky, you’ll have had good financial habits drummed into from a young age and you’ll have been consistent squirrelling away money, making a few smart investments along the way and be on the road to living life on your terms. Your...

03 February, 2020 / 0 Comments
The impossible dream… can you build wealth and live it up today?

Everything in life’s a trade-off, regardless of which way you look at it. Take accumulating wealth. To get to a point of choosing whether you want to work – or not! – takes discipline and sacrifice. In other words, getting there’ typically a massive trade-off when growing wealth. For me, the most difficult trade-off is having stuff and living happily and not beyond your means. I guess...

21 January, 2020 / 0 Comments
How do you ‘feel’ about money?!

Here’s a question I bet you’ve never asked yourself: “how does money make me feel?” It’s a tricky one to answer, right?! From my experience, there’s always an emotional attachment to money. No one’s ever truly rational when it comes to spending. In fact, most of our behaviours around spending have a degree of recklessness or exuberance. Ever bought a big-ticket item online on a Friday night after having...

07 January, 2020 / 0 Comments
7 mistakes families make when building wealth

Wealth is all about building up your asset base.  This is something that I’d argue is vitally important for families, in particular. It’s not just about owning your own home (preferably your ‘dream home’).  It’s about building your asset base to a point where you can start generating passive income to fund sending your kids to the right school and funding your family’s lifestyle well into retirement.  If...

05 November, 2019 / 0 Comments
Don’t have a will? Here’s what you need to know

  This week I want to touch on something I haven’t covered in previous blogs. Nearly half of adult Australians don’t have a will. That’s a lot. If you don’t have a will, that’s certainly no criticism, but more to say that you’re not alone. To be fair, it’s not something that’s really top of mind for your average Joe. And fair enough – no one likes to...

15 October, 2019 / 0 Comments
Pay less tax. Here’s how!

No one likes paying tax. Let’s face it. Actually, I’ll qualify that by saying ‘too’ much tax.  There’s the often bandied about reason for the rich getting richer. To that I’d argue that anyone with a bit of wealth-driven nous is using the laws of the day – legal tax breaks, tax structure et al – to get their taxable income down and use potential return...

11 October, 2019 / 0 Comments
trade war
The US & China Trade War: What you need to know

Trade wars aren’t new. They’ve been played out throughout the annals of time.  So why is the US-China Trade War, which seems to escalate with every passing week, any different?  Well, that’s a tricky one to answer. The short answer is the global economy’s been on pretty shaky ground since the Global Financial Crisis. Meaning the world’s two largest superpowers rattling their sabres is shaking what are...

02 September, 2019 / 0 Comments
Retiring a millionaire isn’t quite what it used to be

Growing up, a million dollars seemed like a stupendous amount of money. Back in the ’80s and ’90s, the thought of winning Lotto conjured up thoughts of like ‘buying a Porsche and never having to work again’. Fast forward to my late-thirties and, all of a sudden, retiring a millionaire isn’t quite what it used to be. Worse still, by the time I hit retirement age in 20-odd years...

08 May, 2017 / 1 Comment

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