Archives for December 2016

The three-bucket approach to retirement investing

When devising a retirement plan, there are several different strategies that a financial adviser can employ to make sure that you have enough to meet your retirement lifestyle needs. This may or may not include relying in part or in whole on other sources of income such as the Age Pension at some … [Read more...]

Building your team: Financial adviser

The term synergy is derived from the Greek word συνεργία; it refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team (each with their own unique skills), and then directing them towards a specific … [Read more...]