by Chris Weetman | 1 Jun 2020 | Financial Planning, Investment Planning, Life Planning, Retirement Planning
The coronavirus pandemic has put all our short-term needs at the forefront of our minds. Just getting through one week of virtual work meetings, home schooling lessons, and grocery shopping can be a challenge. And if you’re one of the millions struggling with income...
by Chris Weetman | 15 May 2020 | Financial Planning, Retirement Planning
For many people, the transition into retirement can be planned over 3-5 years, with reduced working during that time making the transition easier to handle. But age, health, and workplace conditions have pushed many senior workers to put their well-being ahead of...
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 | 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...
How to have a better life after the pandemic1 June 2020
3 Key Steps to navigating through the pandemic15 April 2020
What should investors do in response to the effects of coronavirus on world stock-markets?6 March 2020
