Articles

How to use WIIFMs to increase client conversion

How to use WIIFMs to increase client conversion

Let’s be brutally honest, most potential clients don’t really care about you, they mostly care about what it is you can do for them… They are looking to have a problem solved, or a need fulfilled and are looking for the best business to help them. I call this the “What’s In It For Me” principle, or […]

Early Inheritance: Should You Help Your Kids Before You Retire?

Early Inheritance: Should You Help Your Kids Before You Retire?

Parents today are increasingly passing on wealth while they’re still alive – often to help children buy a home. It can be generous, but it comes with risks. The Upside Children benefit when they need it most Parents enjoy seeing the impact May reduce estate complexity later The Risks Jeopardising your own retirement Centrelink rules: […]

The $1 Million Myth: Why Most Retirees Don’t Need Seven Figures

The $1 Million Myth: Why Most Retirees Don’t Need Seven Figures

The idea that you need $1 million to retire comfortably is everywhere. It fuels anxiety among pre-retirees. The reality is different – and far less daunting. The Facts According to ASFA, the average balance at retirement is far below $1 million: around $361,500 for men and $289,000 for women.* Yet surveys show most retirees report […]

Finding Purpose Beyond Work

Finding Purpose Beyond Work

Retirement is often described in financial terms – how much money you need, how to invest, when to access super. Yet money is only one part of the picture. Research shows that purpose and connection are just as important for happiness in retirement. The Purpose Gap A National Seniors study found only 17–26% of pre-retirees […]

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