lifestyle assets Archives - Wealth Foundations

The Reverse Mortgage: an underutilised retirement planning tool?

May 16, 2016

financial independence, investment wealth ratio, lifestyle assets, net investment wealth, retirement planning, Reverse mortgage

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Australians’ wealth concentrated in the family home … We have long been of the view that Australians, in general, have too much wealth tied up in the family home. For…

Your emotions complicate investment decision making

February 10, 2015

concentration risk, defensive assets, emotions and investment, future lifestyle, investments, lifestyle assets

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Lifestyle asset decisions have a heavy emotional content It’s not always clear what’s a lifestyle asset versus an investment asset. Recent discussions with a client regarding a proposed holiday house…

“wealthcheck” for early career professionals

October 28, 2014

investment strategy, lifestyle assets, projected lifetime investment wealth, wealthcheck, young professionals

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By your late 30’s, your decisions may have significantly shaped your financial future In a previous article, “ ‘wealthcheck’ and retirement preparedness”, we used the “wealthcheck” framework to compare the…

How is your wealth split between lifestyle and investment assets?

May 27, 2014

financial independence, investment assets, investment wealth ratio, lifestyle assets

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Your Investment Wealth Ratio is revealing In our previous article, we introduced the Personal Financial Dashboard – our six chart, graphic format for capturing clients’ progress on the path to…

Has your home been a good “investment”?

May 22, 2012

financial decisions, investment returns, lifestyle assets, residential property investment, share market

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Most compare the current house value with the purchase price … Like me, you probably often hear long term home owners making statements such as: “I bought this place in…