Category : Lifestyle

Happy Retirement

How To Plan For A Happy Retirement

So many people go through their working life waiting for the magical day when they can ‘retire’ from their job. This retirement date may be the date when they become eligible to receive the age pension or another arbitrary date that they have been working towards. But often these same people reach their retirement and twelve months later discover that it is not what they had expected it to be.

Financial Planning Forties

Financial Planning Essentials For Your Forties

  • Halina Roach
  • November 27, 2017

Once you hit your forties, you usually start to take your own and your family’s financial future more seriously. You may be more settled in your career and at, or near, your earnings peak. In recent years the cost of housing and general living expenses have risen faster than wages, leaving many households spending all or most of what they earn. This can make it difficult to achieve financial objectives, such as reducing your mortgage and saving for retirement.

Living The Dream

Living The Dream

What does ‘living the dream’ mean to you?

Everyone’s idea of ‘living the dream’ is different. As a financial planner it is my job to speak with prospects and clients alike to help them to articulate what the ‘dream’ looks like to them.