David is 58 years old and Gill 48. It is just on two and a half years since David retired as a management professional, or as he describes it, started his ‘gap decade’. Gill continues to work full-time in a busy senior management role. David and Gill are tertiary educated and describe themselves as socially […]
Financial Planning – pieces of the strategy jigsaw
If you are 65 and already have several millions to play with, questions raised in my previous post on Getting Started are not so much of a worry. If you are much younger and are developing a “retirement vision” then START PLANNING NOW! If you are fortunate enough to have a great super scheme already […]
How is your life right now? Plan your retirement with this tool.
The Wheel of Life is the perfect tool for planning your retirement. Answer the questions, ‘How is my life now?’ and ‘How do I want to be?’ and you are on your way. The Wheel is a great tool for both evaluating your current level of satisfaction with life and for visioning how you wish […]
Your retirement lifestyle, how to transition happily to retirement
Your retirement lifestyle planning may start with financial planning, but having a happy retirement needs a much more holistic approach. It is also an ongoing process which you will refine over time. Why you need more than a financial planner for developing a holistic retirement plan We started planning the details of our retirement over […]