Financial Planner - I AM Building Wealth

MY TAKE ON ‘THE LATTE FALLACY’

I AM Building Wealth Book Reviews, Financial Planner, Retirement / Super, Strategies June 25, 2021October 31, 2021

I first heard Vince Scully speak on a My Millenial Money podcast and was nodding all the way through. I had to know more about him and so hopped onto Google and went down the rabbit hole for a few hours.

His current creation, LifeSherpa, is an online financial literacy & adviser site, which is excellent and for all ages. So much information to assist at every stage of life and learning. On the Life Sherpa website you can request a ‘discovery session’ and I was lucky to get Vince for the meeting.

OUR 1ST ANNUAL FINANCIAL PLANNER REVIEW

I AM Building Wealth Financial Planner, Goals, Retirement / Super, Strategies June 18, 2021October 31, 2021

I AM excited about this process because normally I’d look at a lot of this on my own.

Having someone else review our financials, who has an unbiased viewpoint AND has so much more knowledge than I do about government and super regulations, made me excited to do this session.

OUR NEW ROADMAP TO RETIREMENT

I AM Building Wealth Financial Planner, Goals, Retirement / Super January 22, 2021October 31, 2021

As we are moving towards the last decade of planning for our retirement we have taken up the services of a Financial Planner. They will assist and guide us, with options to aggressively build our retirement fund, gain as many tax benefits as possible whilst we are working AND then the transition to retirement, with the tax benefits post-retirement.

Finding a FINANCIAL PLANNER

I AM Building Wealth Financial Planner November 11, 2020October 31, 2021

For GenX (born between 1965 and 1980) it’s important to make the last 10-15 years of your working life COUNT!

“Just 17 per cent of Generation X use an adviser, but they hold 36.2 per cent of Australia’s superannuation assets”.

GenX are a quieter group that needs attention. TRUST is the biggest issue.

Over the years I have interviewed a few financial planners (FP), maybe 6-8. The ones that really resonated with me were the planners who could offer options on their feet and engage with you and your specific needs. Some will freely give you little nuggets of advice and I really liked that. When the whiteboard started getting full with possible scenarios it’s like music to my ears. They get what I am asking for and they have a plan for my needs.