I met with new clients recently, and they said we didn’t need to go through the goals part because they just wanted to “make the most of their money”. That’s great, but having goals is a good way to focus attention on [...]
One of the first things we do with clients is get a picture of where they are. There are 10 key areas we believe are critical to achieving financial independence. In this article I will go through the first five. Have [...]
Financial independence means different things to different people.A broad definition of it is when an individual (or a couple) has amassed enough resources, typically through savings, investments, and passive income streams, to sustain their desired lifestyle.There are typically three phases to achieving [...]
I recently went camping, where I was off the grid for a few days. Not long enough, but better than nothing.I couldn't help but reflect on how similar camping and investing are.Plan carefully: For starters, both camping and investing require careful planning [...]
Achieving financial independence is easier than most people think, but there are several common mistakes people make. Over the next few articles, I will share some real-life examples that help people address the most common mistakes people make.In my previous article, we [...]
Nearly everyone that comes to me for independent financial advice wants to achieve financial independence. However, everyone defines financial independence differently because everyone wants to live differently. Achieving financial independence is easier than most people think, but there are several common mistakes [...]
This week I have had three separate conversations where people know what they should be doing, but something inside them is holding them back. This is not uncommon, nor unexpected given we have been taught not to talk about money.This article outlines [...]
What are three things you can do to make work optional sooner?A lot has happened in the last 12 months.This time last year, most of Australia was in the middle of lockdown, we were all longing to be able to see our [...]
'Understanding the WHY is like knowing where your destination is before you start your journey. When you understand the WHY, you can then map out the best way to get there.'Last weekend we were going on a small road trip. We were [...]
