retirement funding

The next chapter

The retirement life stage, whichever way you choose to structure it, can be an incredibly stressful time for those experiencing it. In the 1960s, psychiatrists Thomas Holmes and Richard Rahe developed a scaled list of 43 of the most stressful… Read More ›

Happy families

Over the past three decades the role of professional planner has developed to the extent that he now fulfills the roles of mentor, guide, co-strategist and trusted advisor to the client and the client’s extended family. More and more clients… Read More ›

Don’t bank on it

Done correctly, retirement planning is a client-specific blend of finances, lifestyle goals, health status, life expectancy and investment assumptions. The retirement planning industry is rife with generalisations and rules-of-thumb which, if too quickly accepted as fact, can have dire consequences… Read More ›

Money mistakes to avoid in your 30s

The financial decisions you make in your thirties can set the general course of your financial journey and it’s absolutely essential to get them right. Major decisions such as marriage, children, property purchases and career-changes are hallmarks of one’s thirties,… Read More ›

There is no blueprint for this

History repeats itself, but not always. When it comes to retirement planning, trends show that our retirement will look nothing like our parents’. With rapidly increasing longevity, boundless advances in medicine and the advent of new investment vehicles, it is… Read More ›

The unseen enemies

Whilst many investors consider the most ominous threats to their retirement savings to be unpredictable market forces and failing economies, the truth is that some of the greatest threats to one’s retirement can be latent and unassuming. Even the most bullet-proof… Read More ›