Rita DavenportMoney isn’t everything, but it’s right up there with oxygen.”
American speaker, humorist and author
Review of the Art of Spending Money by Morgan Housel
Why do we spend money in ways we later regret? Morgan Housel argues it has less to do with maths […]
What ‘Enough’ really means in retirement
Living well with what we have, and staying focused on what matters most. So many of us reach this stage […]
Review of “Same as Ever” by Morgan Housel
You may recognise the name of this month’s author: Morgan Housel wrote the hugely popular The Psychology of Money, which […]
A review of The Psychology of Money by Morgan Housel
Reviewed by Karen Wilson Morgan Housel provides some sage commentary on how our behaviour affects our financial outcomes. Our individual […]
Freehold Title, Sectional Title or Life Rights – what’s best for you?
When considering moving into a retirement village or estate, understanding the different types of ownership is essential before deciding what’s […]
Where should I live- taking yourself with you
A few years ago, I read this comment, which resonated with me, “When we question or think about where we […]
Retirement Estates – Understanding your options
One of the major decisions people face when retiring is where they will live. The decision to move is an […]
Where will you live in retirement?
You may not be ready for this conversation at all. Very few of us are. In fact, most clients I […]
Yes, you may be retiring, but that does not mean your money has to stop working for you.
For most people, the number one consideration when retiring is their money, and the biggest fear is whether the money will last! The secret is that money is a means to an end, not the end in itself.
While your money has to make money for you and you certainly have to take care of your investments and spend within your budget, you also have to know what the money is for.
We firmly believe that your Financial Plan must support your Life Plan. Start by visualising how you want your life to look like in RetiremeantTM. Once you have a picture in mind of exactly what you want to achieve, be and do in the second half, make sure that your Financial Plan supports this vision.
It is important to have a clear understanding of where you stand financially. Knowing this is an essential step towards getting the foundations in place before your money can be invested effectively. It is a good idea to find a Financial Planner who specialises in the RetiremeantTM transition and who can put a Plan in place that relates to your life.