by Dominic Sheehan, Financial Adviser and Head of Advice at Cambridge Partners. According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one year, post transition⁽¹⁾. Why is this? I have seen clients sell businesses for millions of dollars – that should make you happy, right? […]
How to sell your business without regret Read More »
Retirement planning is core to what we do. Providing clarity to our clients through a robust Financial Plan that is understandable and can be followed is essential in helping you build a better future. New Zealand has no official retirement age but a common age to retire is 65. It’s never too early or too
How to retire: Your to-do list from 50 Read More »
Determining the right time to retire is difficult as there is no one-size-fits-all approach that can be adopted. It goes without saying the key determinant in deciding when to retire is having sufficient financial resources for the retirement you desire. Being in this position not only relieves stress but, more importantly, allows you to be
When should you retire? Read More »
For many New Zealanders, term deposits have been a popular (and quite profitable) method to grow savings and even provide a reliable source of income in retirement. However, as interest rates have steadily dropped over the last few years, those of us who rely on term deposits have become increasingly uncomfortable with the returns we
Building Wealth Series:Beyond Term Deposits Read More »
For many of us, these last weeks have been remarkably similar to being retired. We didn’t have the regular commute and familiar routine of the working week, we were at home 24/7, and, for many, our regular income has been severely curtailed. What a great opportunity to give some serious thought to what life in
How Have You Enjoyed Your ‘Practice Retirement’? Read More »
This fascinating article by New York-based author and financial commentator Carl Richards turns the whole concept of retirement on its head and asks some thought-provoking questions which we all need to consider if we are within even ten years of retirement.Our thanks to Carl for this article. Today, I want to talk to you about
How to Retire with Less Golf and More Satisfaction Read More »
Your retirement is a time when you can truly live your life in a way that is true to the values that you have. Psychiatrist Abraham Maslow called this state “self-actualization” (Maslow, 1943). Simply put, retirement gives you the opportunity to become the person you really are, free of the pushes and pulls of daily
Living Your Values in Retirement Read More »
All the technical talk about investment and superannuation and asset allocation overlooks a few key principles for everyone – life is for living and it’s important to strike a balance in all things, including saving versus spending. Jim Parker from Dimensional – a highly regarded author and business journalist – has shared these great insights
Life is for Living Read More »
Time seems to be of the essence when you retire and what you do with that time now becomes a decision what you will do with it. Yet, there is a big difference between “time-filling” activities and “fulfilling” activities. With 168 hours in a week, 56 hours of that roughly spent sleeping, leaving you 112
Fulfilling vs. Time-Filling Read More »
For those that remember the film starring Morgan Freeman and Jack Nicholson “The Bucket List” in 2007, you will be assimilated to the term. However, simply put it is a list of all the things you want to do and a set of goals that you would like to achieve “before you kick the bucket”.
Creating Your Own Bucket List Read More »
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