by Chris Weetman | 7 Jan 2020 | Financial Planning, Investment Planning, Life Planning, Markets, Retirement Planning
Focus on What You Can Control to Improve Your Financial Well-Being At this time of the year most of the things that the “experts” are warning you to prepare for are things beyond your control. Rather than stare into a crystal ball and make predictions, we prefer to...
by Chris Weetman | 15 Dec 2019 | Life Planning, Retirement Planning
Transitioning from a Work Identity to a Retirement Identity The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how we view ourselves. That’s why many new retirees struggle with a loss...
by Chris Weetman | 15 Nov 2019 | Life Planning, Retirement Planning
3 Non-Traditional Travel Options That Could Add Some Adventure to Your Retirement Many of our clients are exploring new types of travel to keep their itineraries fresh and their experiences invigorating, ticking off their own personal ‘bucket list’ as they...
by Chris Weetman | 15 Oct 2019 | Financial Planning, Life Planning
3 Considerations to Ensure Your Second Act Career is Fulfilling and Profitable Your parents and grandparents might have worked at the same company for their entire careers. Today, that kind of longevity is increasingly rare. Many are forced into a new career by the...
by Chris Weetman | 4 Sep 2019 | Financial Planning, Investment, Investment Planning, Life Planning, Markets, Retirement Planning
It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. But rationalising market fluctuations doesn’t make them any less nerve-wracking, especially if you’re nearing retirement age. Some...
by Chris Weetman | 15 Jul 2019 | Financial Planning, Life Planning, Retirement Planning
Imagine that you’re living in a tent on an open plain. One day you plant a tree. For the next 40 years, you water it. You protect it from harsh weather and animals. You never pick its fruit. You don’t climb it for fun. You don’t take a break and rest in its shade. You...
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