Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.
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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.
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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.
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Legislation passed in February 2019 has led to superannuation funds sending out letters to those with accounts which hold valuable personal insurance and have not received a contribution to the fund since October 2018.
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Mindful spending doesn’t need to be onerous nor does it need to be approached from a place of frugality. It’s all about being aware of what you spend your money on and directing it towards your future rather than just immediate consumption.
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For me, retirement is not a personal goal. But eventually, I want to be in a position where I can make work optional.
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