The positive impact of lower inflation
We appreciate investors are faced with some difficult decisions, particularly with cash and fixed interest investments expected to offer low returns for some time. However, we encourage them to view…
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The keys to a successful retirement
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Your financial resources are the best predictor of a successful retirement … As financial planners, we are heavily focused on our clients being financially well prepared for the retirement they…
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What is good financial health?
Good financial health not measured purely by wealth When we started Wealth Foundations in 2007, we embraced 20 principles of successful wealth management. These continue to underpin our approach to…
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Low financial literacy: a serious threat to financial health
Retirement readiness is low, both in Australia and internationally Recently, the Aegon Center for Longevity and Retirement released its 2018 international Retirement Readiness Survey, a survey it has conducted annually…
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The “retirement spending smile”
Retirement spending shown to decrease with age We have written a lot about the pattern of retirement spending, with “Will spending remain constant in retirement?”, from 2013, and “How much…
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How much do I need to retire, revisited?
The “Rule of 25” sets a daunting target, for many When we talk to prospective clients who are at or close to retirement, one of their inevitable questions is “Have…
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Re-thinking retirement (Part 2)
The “New retirement” is not defined by age In our previous article, “Re-thinking retirement (Part 1)”, we introduced the view shared by Mitch Anthony, author of “The New Retirementality”, and…
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Rethinking retirement (Part 1)
Are you putting the “money cart” ahead of the “life horse”? In this article, we return to a subject discussed previously in “Retirement planning: more than a financial exercise”, published…
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The increasing cost of retirement
Reserve Bank Governor notes retirement has become more expensive In a recent speech to the “Australian Financial Review” Banking and Wealth Summit, the Governor of the Reserve Bank, Glenn Stevens…
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“wealthcheck” and retirement preparedness
“wealthcheck” is revealing at all stages of your working life In our previous article, we introduced our new service called “wealthcheck”. We consider it the personal finance equivalent of a…
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