A Financial Planning Case Study About Change – Stephanie’s Story By Kristopher Meuwissen *Names and certain details have been changed for privacy Stephanie first came to us right before the onset of COVID-19 – potentially the worst timing to get things organised as the whole world was about to change and everyone’s livelihood thrown into […]
By Kristopher Meuwissen There has been an undercurrent of fear about this recession (like there is in any recession). People are scared for their jobs, their incomes and their standard of living. Fair enough… But… There are heaps of opportunities out there right now that you can be grabbing with two hands, yes, I know […]
We have been incredibly busy over the past few months. The rate of disruption since mid-March has been overwhelming for many of our clients. With the continuing threat of the virus, we have all been navigating considerable change and upheaval. Never before has it been so important that we focus on the things that we […]
By Kristopher Meuwissen The last 10 – 15 years has been a wild ride for investors. Especially for retirees who need income. Let me explain… Since the global financial crisis (GFC) there has been a huge monetary response from governments and reserve banks all over the world. That response is to lower the cash […]
Make Your Money Last A Lifetime For anyone who was ever paid fortnightly or monthly, the need to budget to ensure you had enough money to see you through until the next payday was essential. In many ways, a retirement income can be similar, albeit within a much longer timeframe. Research shows that the biggest […]
