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Ernie and Anna C – Able to retire early

I met Ernie 11 years ago at a time when he was ready to start planning for his retirement. His goals were to be able to retire early and enjoy the simple pleasures in life such as cooking, travelling and spending time with his wife, Anna, and family.

Is property the unreachable Australian dream?

Who thought house prices were going to fall due to the economic fallout from the COVID-19 pandemic? This article discusses the continued increase in property values and why the “Australian Dream” may be unreachable.

Ian B – Recovering from divorce

I first met Ian 13 years ago when he was 59 years old. At the time he had gone through a divorce which resulted in a settlement that reduced his super balance to under $70,000.

5 ‘secrets’ to share selection

With many Australian’s turning to growth assets in order to chase better returns than those offered by the banks, this article identifies five ‘secrets’ to share selection for those investors looking to gain exposure into the share market.

Sacrificing your mortgage to build wealth?

With interest rates at the lowest they’ve ever been, does utilising surplus income to pay off your mortgage still provide the best bang for your buck? And if not, what are the alternatives? This article includes an informative case study that compares paying down your mortgage vs wealth creation via superannuation.