Gold Coast Financial Planners

Keeping yourself accountable

January 11, 2023
At the end of the day, we are accountable to ourselves – our success is a result of what we do – Catherine Pulsifer It can be both empowering and a little uncomfortable to think that we are responsible for our successes – and failures. Being willing to accept the consequences of our actions, choices…
Gold Coast Financial Planners

How to plan a gap year for grown ups

January 11, 2023
It’s not just school leavers who dream of a gap year. Those of us who’ve been working for a decade or two (or more) may also long for a real break from career and commitments. It does not even need to be a year – just enough of an extended break to reset and to…
Merry Christams

The Rich Life Vol 64

December 1, 2022
It’s December, summer is here and holidays are just around the corner. We take this opportunity to wish you and your family a happy festive season! The big story on the global economic front continues to be inflation, and how high interest rates will go to tame it. November began with the US Federal Reserve…
Gold Coast Financial Planners

Leave your cares at home when you travel

December 1, 2022
Holidays should be blissful periods where you can do exactly what you want – usually involving relaxing and enjoying time with loved ones. However, it’s not uncommon to come back even more tense than ever and feeling like you need another vacation after what should have been a lovely break. Here are some ways to…
Gold Coast Financial Planner

Celebrating the festive season, the Aussie way

December 1, 2022
If you’ve ever hosted a visitor from overseas at during the festive season you may have seen them a little bemused by the way we celebrate. It’s quite understandable as we do things a little bit differently down under. Christmas in Australia – while fundamentally a religious festival celebrating the birth of Jesus – is…
The Rich Life Vol 63

The Rich Life Vol 63

October 27, 2022
Welcome to our November newsletter. While the race that stops a nation is always a highlight of early November, on the economic front the Labor government’s first Budget, handed down in late October, has been a talking point. Treasurer Jim Chalmers’ first Budget was delivered against a backdrop of continuing turmoil on the global economic…
Gold Coast Financial Planners

Catching the kindness bug

October 27, 2022
Australians have seen more than their share of tough times over the past few years and there are many stories of how individuals and communities responded to natural disasters and the pandemic with empathy and valuable assistance. Being kind and helping others does not have to be something that we only do in times of…

How to spot and stop financial abuse

October 27, 2022
Until recently, financial abuse was often kept secret, especially where it occurred within the family. Thankfully that’s changing with public awareness campaigns and help becoming more readily available. The emotional and economic damage caused by financial abuse can be far reaching and devastating. A recent Australian report calculates that in 2020 alone, financial abuse victims…
The Rich Life Vol 62

The Rich Life Vol 62

October 4, 2022
It’s October and the footy finals are almost over, depending on which code you follow. In Canberra though, Treasurer Jim Chalmers is warming up for his first Budget on October 25 against a background of mounting economic pressures. In September, persistently high inflation and aggressive rate hikes by the world’s central banks put global share…
Getting the balance right in decision making

Getting the balance right in decision making

October 4, 2022
We all approach decision making in our own way, making a multitude of decisions every day: ‘Should I hit snooze again on the alarm?,’ ‘Do I take the train to work, or do I drive,’ ‘What should we have for dinner?’ In fact, researchers estimate that the average adult makes 35,000 decisions every day.i While most…
The Rich Life Vol 61

The Rich Life Vol 61

September 1, 2022
Welcome to our Spring newsletter. September means it’s football finals season and hopefully the beginning of warmer weather despite the recent late winter chill. In August, the focus was on US Federal Reserve chair Jerome Powell’s speech at the annual Jackson Hole business gathering on August 26, and he was blunt. To hose down talk…
Gold Coast Financial Planners

Go on… take a break!

September 1, 2022
One of the things many of us have been missing over the past few years is holidays, but now that the world is opening up again for travel and destinations that have been pretty quiet are now eagerly welcoming back tourists, taking a break has never been more appealing. Holidays are not just a lovely…

Secrets of success: learning from high achievers

September 1, 2022
‘If I have seen further that is by standing on the shoulders of giants’ – Isaac Newton We all want to be the best that we can be but achieving your version of success takes effort. You can take a step in the right direction by learning from those who have gone before you and…
Retirement

Preparing for the next chapter

June 1, 2022
Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story, as you decide exactly how you want to spend your time. While retirement may not be part of your immediate plans, there are advantages to giving some thought as to what retirement looks like for…
Gold Coast Financial Planners

The Rich Life Vol 57

April 29, 2022
Welcome to our May newsletter, and while the weather is cooling the economic and political landscape is heating up. All eyes are on interest rates as the federal election campaign shifts into top gear ahead of the May 21 polling day. The economic event that overshadowed all others in April was the release of the…

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