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?

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...

022 Why you need a second income

Apr 4, 2018 | Entrepreneurship, Mindful Money, Podcast, Retirement and investing

It takes time to build a second income – and starting now ensures that we’re not part of the 94% of people who can’t retire or who are having to drastically reduce their living expenses or get their children to pay for them in their retirement years....

020 -Financial Freedom and Passive Income

Mar 21, 2018 | Earn extra income, Entrepreneurship, Managing Money, Mindful Money, Podcast, Retirement and investing

Lisa Linfield discusses the real story behind Financial Freedom and Passive Income.  We all would like to live the promise of The Four Hour Work Week  like Tim Ferris promises… but the reality is it’s not that easy. Show notes Being able to choose the life...

What assumptions are you making about money?

Mar 20, 2018 | Managing Money, Mindful Money, Retirement and investing

I’ve come to realise that our assumptions about money are at the foundation of why we do what we do.  It comes up so often in my training courses, that I decided to write about it.  And to be honest, I don’t think until I started training women that I’d ever thought...

The secret of Financial Freedom and passive income

Mar 13, 2018 | Entrepreneurship, Managing Money, Mindful Money, Retirement and investing

What is financial freedom?  It’s a very good question.  Financial Freedom is a term I hear thrown around so much.  The freedom to, as Tim Ferris says, have a 4 hour work week.  As his podcasts are longer than 4 hours between the various shows, I’ve always...

017 – Passive income through property with Tamar Mar

Feb 28, 2018 | Advanced investing, Entrepreneurship, Managing Money, Mindful Money, Podcast, Retirement and investing, Saving

In a few years Tamar Mar built a property portfolio with a passive income that has enabled her to leave her job as a COO in a multi-million dollar business and become the ‘CEO of her dreams’ and of her own business, the Morata Group.  She’s now...

016 How to choose a unit trust (Mutual Fund)

Feb 21, 2018 | Advanced investing, Podcast, Retirement and investing, Within 5 years of retirement

Lisa Linfield takes us through the steps to choosing the right unit trust (Mutual Fund) in which to invest.   She takes us through the 7 steps to choosing a fund The 7 steps to choosing a fund Understand your financial risk profile Match your personal risk profile to...

014 – Reaching your financial goals

Active vs Passive (Index tracking) investing with Niki Giles