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In this month’s newsletter, we take a look at how giving smaller gifts to your children at key stages might be more appreciated than a lump sum later on. And if you’re looking for ways to introduce a little structure and stability into your retirement, we explore a strategy known as income layering and how it might help.
Next, we turn our attention to investing, and how even if you’re coming to the game a little bit late, there are still ways to catch up and thrive. And if you have your sights set on a million dollar net worth, we unpack some simple maths that can help. Finally, we round things out with a roadmap for anyone looking to make a major pivot in life.
Enjoy the edition.
Giving an inheritance is one of the most generous things you can do for your children, but the timing can make all the difference.
Many newly retired Australians find themselves worrying about withdrawal rates and how long their savings will last. But this strategy can help.
Those who start investing early might have an advantage, but there’s still plenty to gain for latecomers.
A seven figure net worth might seem unattainable, but there’s some pretty simple maths at its core.
Change is daunting, but there’s no better way to calm your nerves than to dip your toes into the water.
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