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Round and round we go

October 28, 2016 · Published by RJS Wealth Management Pty Ltd

It is that time in the cycle that Listed Property Trusts (LPT's) rear their ugly heads once more and encourage me to revisit the them.

Finding the path to comfortable retirement

September 27, 2016 · Published by RJS Wealth Management Pty Ltd

Australians continue to ignore the need to save for their future according to the recent IPSOS report “Australia Today” commissioned by MLC. Shining a strong spotlight on the failure of many Australians to adequately plan for their future, the report found that 66{89774503f1dc5a8067a215bf11c503ad6eecdd9fbdfb7beae4875fba6258e357} of Australians participating felt unprepared for retirement, with only 15{89774503f1dc5a8067a215bf11c503ad6eecdd9fbdfb7beae4875fba6258e357} feeling as though they had their retirement plans under control1. But while many Australians continue to ignore their future, what exactly is the financial reality? How much do we need to safeguard our retirement years, not just “getting by” but living in comfort, enjoying our days and remaining active well into our 70’s and even 80’s?

When up is down and down is up

· Published by RJS Wealth Management Pty Ltd

It is now 6 years since the 'tizz' that was the GFC derailed the global economy and I feel more confident in my belief that history repeats itself. It is all well and good me delving into history books to find examples to quote but, sadly, they are history so can be ignored by many. However, having a number of these events occur in one's own lifetime does help confirm the proposition. I have no doubt that, like me, someone in the future will be seduced by the 'this time it is different' brigade until eventually, during their lifetime, events will remind them that it isn't different.

Expectant inheritors risk their financial future

August 29, 2016 · Published by RJS Wealth Management Pty Ltd

Planning for retirement means different things to different people. But for many Australians, it’s not all about savings and superannuation. They’re hoping for an inheritance windfall to take the pressure off their financial future.

Retirement planning…. Beware of the gap!

August 24, 2016 · Published by RJS Wealth Management Pty Ltd

As famous British Prime Minister Benjamin Disraeli once said, “I am prepared for the worst but hope for the best,” which echoes in many a motivational speech. However, should you apply the same thinking to your retirement? A couple of empty nesters, who we’ll call George & Martha, eliminated hope by trading it for knowledge, security and planning.

How to weather a financial storm

August 18, 2016 · Published by RJS Wealth Management Pty Ltd

Establishing an investment portfolio is often associated with building a home. In most instances the most damaging, yet unpredictable destroyer to the structure of a home is the weather. And just like your home, if you carefully build your investment portfolio based on solid foundations, you have a much better chance of withstanding a financial storm.

Insurance: How much is enough?

August 10, 2016 · Published by RJS Wealth Management Pty Ltd

Have you been impacted by tragedy or hardship? Maybe you’ve lost a parent or a love one or maybe you know someone close to you that has been diagnosed with cancer or a mental illness. All these events create unbelievable stress not just to you but also family members.

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