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The Three Wells - Well 3 Nov 20, 2020

As I have mentioned in previous blog posts, we categorise personal wealth in the accumulation phase of life into three 'Wells'.

To recap,

  • Well 1 refers to Liquid funds (<12 months)
  • Well 2 is our Living, lifestyle, and leisure (2 to 5 years).

And lastly is Well 3 which is what I speak...

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The Three Wells - Well 1 Nov 20, 2020

There’s no one size fits all when it comes to choosing how to live your life.

And the same applies to designing a career or business, and where and how you are going to live.

What’s right for one person may not be right for another. Today, a short discussion on some of the ways in...

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This is how to be COVID-productive Jul 29, 2020

Time-wasters

Well, hasn’t 2020 been a challenging year?

I had a lofty new year’s resolution of learning Italian and travelling to Italy, so you can imagine how well that went (or, more accurately, did not go).

I haven’t been to the office for months, which has saved plenty of...

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This is how to align your financial goals Jun 16, 2020

Aligning your goals

I had to pop down to a magical Noosaville today for a medical procedure.

Thankfully it was only precautionary, but it’s always important to keep good health front of mind, in the spirit of our 4Fs model.

That is, funfitnessfinance, and…...

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This is how the rules of money changed in 2020 May 25, 2020

New rules of money

The Coronavirus shutdown this year has changed the rules of money in a number of ways.

Here are 3 key ways in which the rules of money have changed.

1 – ZIRP is here to stay

The Reserve Bank in Australia has signaled that interest rates will be stuck at the effective...

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This is why you need a systematic written plan May 23, 2020

What is systematic investing?

Success in investing over time is more about process than outcome.

A good process will not mean all your investments are winners, of course.

After all, every investment involves a mixture of skill and luck.

You can control your skill or your process, but you...

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This is why ‘Rich Dad Poor Dad’ was SUCH a great book May 15, 2020

Understand assets & liabilities

I was interested to see Robert Kiyosaki back in Australian news this week, as he was interviewed by my good friend Michael Yardney for the outstanding Yardney podcast.

Somewhat scarily it’s now nearly 25 years (!) since Kiyosaki became famous for his...

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