Four Keys to Planning an EPIC Retirement
Recently I attended my Uncle's 90th birthday, an uncle I had not caught up with for many years. His milestone...
The ART of Retirement Planning
Traditionally retirement planning is portrayed as an exact science, whereby the focus is on the financial aspects of retirement. Very...
My Story – “The money will take care of itself”
Welcome! Introduction Do you ever reflect on what was your favourite era? Mine was the 1970’s. I am not sure...
7 Reasons to Review Your Business Succession Plan
The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial...
7 Dimensions of Retirement Planning
Retirement planning has been traditionally provided in one dimension with a focus on financial matters only. Increases in longevity, and ongoing...
10 Reasons Why Estate Planning is Important
Estate planning is one of the most important and valuable issues you should consider for your family. However it is rarely discussed...
New Wave Financial Advice
Recently there has been a constant stream of negative publicity about the financial planning profession with numerous inquiries and major...
