Ikigai Insights
Practical ideas on wealth, life and financial decision-making.
The little-known tax trap when investing for children
Family Wealth Planning Why investing in your child’s name can result in tax of up to 66% Building a financial head start for a child…
Is Your Investment Property Funding Your Retirement, or Holding It Back?
Retirement planning A valuable property can build wealth, but its market value alone does not guarantee reliable and flexible retirement income. For many Australians approaching…
Five Questions That Can Bring Clarity to Your Retirement Plan
Retirement Planning Five Retirement Checks Worth Making Before a Big Decision Is Made for You Retirement planning is not simply about reaching a number. It…
Same Returns, Different order, Different retirement
Retirement income Sequence of returns: the risk that compounds. Two retirees. Identical balances, identical withdrawals, identical average returns. One finishes the decade $420,000 ahead of…
Retirement Is Not a Number
Retirement is not a number. Build a life you’re excited to wake up to. Retirement Is Not a Number: How to Build a Life You’re…
Are You Building Wealth, or Postponing Life? – Financial planning for professionals in their 40s and 50s
For many successful professionals in their 40s and 50s, the real financial question is no longer whether wealth is growing. It is whether life is…