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Latest News & Opinions
The 4% Rule ‘Myth’ Debunked
The so-called “4% rule” has long been viewed as the guide in retirement planning, but does it hold up or is it a bit too conservative? In this article, we take a closer look at where the rule comes from, why it is not a one-size-fits-all solution, and how a flexible, personalised approach can help you build a retirement plan that truly works for you.
Unrealised Capital Gains in Discretionary Investment Portfolios
When it comes to growing your wealth, it is easy to overlook some small wins along the way. In this article, we unpack the concept of unrealised capital gains and show you how a few smart moves today can help you manage your tax bill tomorrow.
Giving Your Investment a “WHY” matters
After reading The Soul of Wealth (Daniel Crosby) and a Morningstar research paper by David Blanchett (2014), we thought we should share these simple and powerful lessons that we hope will help you with your financial planning.
Rather than accumulating funds in investment accounts, we encourage you to think about what you want your money to do for you. Choosing specific lifestyle goals that align with your values will give your money a ‘Why’. Create investment accounts specifically for these goals. The behavioural outcomes and benefits are remarkable. Read on to see why!