The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…

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,…

Recently I went to see the Rolling Stone’s in concert. The Rolling Stones put on a great show – demonstrating that age was no barrier. Several years ago it would have been hard to imagine a hard living rock and roll band performing into their 70’s. The Rolling Stones are a good example of how an…

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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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