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What you need to know about the market crash

What you need to know about the market crash

Mar 17, 2020 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement

As you may all know, the markets over the last week have been anything but predictable, and I feel an even like this only happens every decade, so it’s worth us sitting down for a chat. When markets crash, fear and panic set in, and this causes more damage than good....
Which one’s best for you – Retirement funds, Tax Free investments, Endowments or Direct?

Which one’s best for you – Retirement funds, Tax Free investments, Endowments or Direct?

May 4, 2018 | Advanced investing, Managing Money, Retirement and investing

Investing comes down to 3 things Be honest about your investment behaviour Choose the right fund (listen here) Choose the right tax structure – it can cost or save you a huge amount of money.  This is where you choose between Retirement Funds, Tax Free...
Retirement Funds, Tax Free Savings, Endowments or Straight Unit Trusts… What’s the difference?

Retirement Funds, Tax Free Savings, Endowments or Straight Unit Trusts… What’s the difference?

Apr 10, 2018 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement

It never fails to amaze me how complicated this world of investing is – or seems – to normal everyday humans.  The challenge with so much choice is that it ends up paralysing us.  With over a 1000 local funds and a gajillion offshore ones – it’s a no wonder we just...
Video 8 – How to take your retirement investing from a 10km run to an ultra iron man

Video 8 – How to take your retirement investing from a 10km run to an ultra iron man

Jan 2, 2018 | Advanced investing, Health and Wealth, Retirement and investing, Videos

This is the eighth in our video series on Health and Wealth and looks at how to take your retirement investing from a 10km run to an ultra iron man Previous Health and Wealth videos Introduction to the Health and Wealth video seriesThe first step to Health and...
Advanced investing – moving from 10k runs to the Ultra Iron Man

Advanced investing – moving from 10k runs to the Ultra Iron Man

Nov 27, 2017 | Advanced investing, Health and Wealth, Retirement and investing

This is the seventh in our series on the 7 Steps to health and wealth.  Step 1 was about understanding that without a compelling reason to change behaviour, you won’t.  And that reason usually comes in two forms:  A sudden A-Ha moment of insight or crisis, or a...
Here’s how to start investing – and what not to do

Here’s how to start investing – and what not to do

Nov 13, 2017 | Advanced investing, Health and Wealth, Retirement and investing

This is the sixth in our series on the 7 Steps to health and wealth.  Step 1 was about understanding that without a compelling reason to change behaviour, you won’t.  And that reason usually comes in two forms:  A sudden A-Ha moment of insight or crisis, or a...
The 7 steps to health and wealth

The 7 steps to health and wealth

Oct 25, 2017 | Advanced investing, Budgets, Debt, Everyday Money, Health and Wealth, Mindful Money, Protecting your money, Retirement and investing, Saving

I’ve often said that, in many ways, health and wealth are similar (read here).  Like all analogies, there is a point at which they fall short.  But sometimes, it’s easier to learn a new topic when you can hook it onto a subject you understand well. Both...

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