The Entrepreneur’s financial checklist
In my experience, the typical ‘financial advisor’ just doesn’t understand entrepreneurs or business owners. They’re used to the archetypal employee structure where there is a guaranteed income every fortnight and a predictable projection. In honour of all the entrepreneurs out there living out their dreams to own and operate successful, ...
How much do you really need to retire on?
A question I often get asked is “How much money should I have saved in order to retire?” But before I answer this question, there are a number of variables we need to consider which might just change our estimates. Firstly, having an idea of what sort of lifestyle you ...
Financial Independence is not just for the rich
I’ve dreamt of winning the lottery, quitting my job and taking the family around the world first class. But the chances of that actually happening are statistically around 1 in 14 million. So how can you have a life of financial independence without being mega rich? The long and the ...
The 5 worst retirement planning mistakes you are probably making
As a financial planner, I find it really encouraging seeing clients who are well ahead of the game when it comes to understanding their finances and income security. Retirement planning seems to be something that many people are considering earlier on in their lives. That said, I am surprised that ...
Tradies and Builders- How to succeed in business (and life!)
Financial planning for tradies and builders is really important, and the truth is that it doesn’t just cover investments and retirement planning. As a tradesman or builder, you need to consider the framework for a successful business begins and ends with effective financial planning. And when things are going well ...
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