Retiring in your 50s is a unique opportunity to rediscover your passions and make a meaningful impact on the world. By reflecting on your skills and talents, you can unlock a new chapter of personal growth and fulfillment. One key to a successful early retirement is...
The world is on the brink of a significant wealth transfer, with an estimated $30 trillion set to pass down to the next generation over the next decade. Women are expected to inherit a substantial portion of this wealth and control about $30 trillion by the end of the...
Many individuals seek my advice because they aspire to have it all – the dream house, amazing holidays, private schools, and the lifestyle they’ve worked so hard for. However, a lingering concern plagues their minds – are they building enough wealth to enjoy...
Smart Women Smart Money Lunch & Learn Join us for an exciting online event where you can learn all about managing your finances like a pro! The Smart Women Smart Money Lunch and Learn is designed to empower women to take control of their financial future. Whether...
Global Growth Through to Q3 varied widely across regions in 2023 Introductory Comments The 2023 calendar year delivered several positive surprises across markets and economies. On the economic front, the US avoided what was a much-anticipated recession. In our 2023...
The “Great Wealth Transfer” refers to the significant intergenerational transfer expected to occur as older generations pass their assets down to younger generations. In Australia alone, over the next 20 years, Generation X and Y are expected to inherit...
