Four Thousand Weeks: The Book That Asks What Your Time Is Actually For
October 13, 2026
In this Four Thousand Weeks book review, I look at what Oliver Burkeman‘s bestseller teaches retirees about time, choice and living a genuinely rich life. Almost every client I sit…
Retiring in the Middle of a Market Wobble: What Actually Matters
October 12, 2026
Pam and Des retired in August. Four weeks later, Pam opened her super app, saw the balance was down, and quietly closed it again without saying anything to Des over…
How Much Can I Spend in Retirement? The Couple Who Finally Booked the Trip
September 30, 2026
How much can I spend in retirement? It’s the question Mark and Diane kept putting off. They’d retired within a year of each other, the mortgage was long gone, and…
Thirty years. What will you do with them?
June 9, 2026
Think back to your first 30 years — everything you built, learned, experienced. The people you met. The risks you took. The life you created. Now imagine you get the chance to do another 30.
The Rich Life Vol 96
August 4, 2025
As the winter chill lingers, we look forward to the arrival of spring and brighter days ahead. Interest rates and tariffs continue to influence markets globally. In Australia, soft inflation…
Before you retire
August 4, 2025
If you’re planning to retire, you need to consider: Special rules apply if you receive an employment termination payment, genuine redundancy payment or payments from an approved early retirement scheme….
Volunteering in retirement: finding purpose, structure, and joy
June 4, 2025
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for…
The PODCAST – Retirement Series | Making Your Money Last | Episode 3
March 14, 2025
Welcome to episode 3 of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or…
Visualising your ideal retirement – Insights from Nick Georgopoulos | Ausbiz
February 24, 2025
Planning for retirement isn’t just about numbers—it’s about designing the lifestyle you want. Our very own Financial Adviser, Nick Georgopoulos, recently sat down with Ausbiz – The Advisory to share…
The PODCAST – Retirement Series | How to Boost Your Nest Egg | Episode 2
February 17, 2025
Welcome to episode 2 of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or…
The PODCAST – Retirement Series | Avoiding Financial Pitfalls | Episode 1
February 6, 2025
Welcome to our newest edition of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce…
Returning to work after retirement
November 1, 2023
Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back…
8 retirement mistakes and how to avoid them
February 1, 2023
Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering. Thanks to…
How much do you need to retire
September 1, 2022
Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added…
A Will to give
July 1, 2022
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking…
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