Adrian, Plumbing Business Owner
How he brought structure to his business and personal finances.
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Yasmin, Creative Agency Founder
How she set up her finances for a future business exit.
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The New Rules of Retirement: How Gen X and Baby Boomers Are Rewriting the Playbook
Why everything you thought you knew about retirement is changing. When Susan’s father retired in 1995, his plan was simple: work until 65, collect his pension, play golf, and enjoy a quiet 15-year retirement. Today, Susan’s retirement looks completely different. At 58, she’s transitioned to part-time consulting, travels internationally for months at a time, and…
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What Do You Really Want From Retirement? (And How to Make It Happen)
If you’re in that 55–65 age bracket, retirement isn’t some far-off idea anymore. It’s starting to feel real. You’ve probably run the numbers a few times, wondered if your super is enough, maybe even googled “how much do I need to retire in Australia?” more than once. But here’s the truth we see every day…
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When Should We Retire?
As you step into your 50s, the question of when to retire looms larger and more urgent than ever before. For many, this is not just a financial decision but a deeply personal one that involves careful consideration of health, lifestyle, relationships, and long-term aspirations. The timing of retirement is often one of the biggest…
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Stock Picking vs ETF’s
In the multifaceted world of investing, both strategies have their merits. Many investors find a balanced approach, combining active stock selection with ETFs for broader market exposure.
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