Recent volatility in investment markets associated with the Greek Referendum and decline in the Chinese sharemarket has highlighted the post retirement risks that many people face. To offset the post retirement risks of longevity and inflation, investing in growth assets such as shares and property is required. However, many people are not comfortable investing in growth assets for fear of a downturn…

The popular investment rule of thumb “time in the share market- not trying to time the market” does hold some truth. However, it does not help to alleviate what is called sequencing risk, one of the major post retirement factors that can impact your retirement lifestyle. What is sequencing risk? When you are approaching retirement,…

For the last ten years I have been travelling regularly to regional Western Australia where I help families with their estate and succession planning requirements. What is interesting is how quickly circumstances can change necessitating an alteration  to estate and succession plans. When estate plans are prepared you allow for a certain number of probable scenarios. However, due to…

“What is your exit plan?” is a common question being asked of baby boomer business owners today. Advisers are beginning to realise that very few business owners have any idea of who will take over or buy their business when they decide to retire or if they are forced to sell their business due to illness or injury.  Preparing…

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

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