• Facebook Basic Square
  • Twitter Basic Square
Please reload

Recent Posts

Is your Accountant or Solicitor Washing Money like Ozark?

September 11, 2017

Please reload

Featured Posts

Time is your biggest asset

March 16, 2017

Long term goals are effective.  Blocking time into 10 year windows can be very helpful, when creating your life plan.


It’s more helpful when you are new to the lifestyle planning concept. We can accept that certain behaviours are likely to occur through specific decades of our life and thus different costs and incomes. This can help when considering planning assumptions for your life goals.


10 – 20    The teenage years, finding a path


20 – 30    Career, travel, relationships, insurance, education, early years


30 – 40    Consolidating, marriage, family, career, holidays, home


40 – 50    Building, investing, debt repayment, business, empty nest


50 – 60    Health costs, retirement planning, business succession planning, extended family


60 – 70    Reduce working, financial planning, downsizing, assisted care costs, grandchildren


70 – 80    Reflection, health care costs, fragility, estate planning, transport, mobility, twilight years

Contact us.