Why it pays to trust the expert

By Wednesday, November 2, 2016 0 No tags Permalink 5

PK and I have just spent the last three weeks on the road, travelling from Perth (in the west) and across to Townsville (in the north); visiting all the capital cities in between and talking to a large number of Advisers and Accountants along the way. Our discussions focused on the ...

To downsize, or up-size?

By Thursday, October 6, 2016 0 No tags Permalink 3

You’re probably wondering what I’m talking about when I ask the question, “to downsize or upsize?” Yes – I’m talking about your home. No doubt most of us have asked ourselves these questions at various times, “Do I need a bigger home?”, or, “Do I really need this much space anymore?” To put ...

It’s all in the timing

By Tuesday, May 31, 2016 1 No tags Permalink 6

When is the best time to retire? To be honest – I have no idea. In the last week a ‘young’ man (60 years old) who I know decided it was the right time for him. He advised me that he is going to slowly transition to retirement by gradually decreasing ...

It’s all about transition…

By Tuesday, May 24, 2016 0 No tags Permalink 2

Back in the early 2000s we had a problem in Australia. We had a thing called a ‘skills shortage’. Skilled people were leaving the workforce to retire, and there was nobody to replace them. In response to this dilemma the government at the time came up with a rather neat idea. What ...

 

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