We help business owners, medical professionals, and executives create true and lasting wealth with head and heart financial planning and estate planning.
Ange Postecoglou, head coach @SpursOfficial reminding us that no matter who you are, we all struggle with something and no one is immune from life’s challenges. 🎥 @footballdaily
A wonderful array of tributes to @karentighe who has signed off at @abcsport after 35 years
I may be biased, but I’m so incredibly proud of my wife … a great of AUS broadcasting who in the last 4 years has fought some serious health battles ❤️ 🙏
https://t.co/ST4z6AjswC
I start my financial advice process on wellbeing, legacy and values. Using technology like Absolute Engagement helps me to do that efficiently & then respond to life events in real time.
We are thrilled to support advisors, like @GeoffIvanac, who know that great advice means getting inside the hearts and minds of your clients (and prospects).
🌟 Navigating Life's Transitions: Rewrite Your Story with Confidence 🌟
📞 Read the blog on navigating life transitions to explore how our Head & Heart Financial Plan can empower you to navigate life's transitions with confidence. Let's rewrite your financial story together!
Accounting, estate planning and financial planning are not just about numbers and money. There’s always a story behind the numbers. If you want to meet all your needs and goals and not just the financial ones, contact me to make a start on understanding the story #Wellbeing
❓Are you in your 50s and sitting on a nice little nest egg?
❓Have you worked hard all your life to get here?
❓Not sure if it’s enough to allow you a comfortable retirement?
Guess what? You don’t have to wait for retirement to live a great life.
You… https://t.co/2qU1XUyZPo
Medical advances mean that many of us will be living much longer lives perhaps to 100.
Lives that are not bound by the 3-stage system of our parents’ generation of education, work and retirement. So, what can you do to make those extended years meaning… https://t.co/Y8zfWNjVzg
Medical advances mean that many of us will be living much longer lives perhaps to 100.
Lives that are not bound by the 3-stage system of our parents’ generation of education, work and retirement. So, what can you do to make those extended years meaningful? Enter Longevity …
Had lovely night in Sydney celebrating a milestone birthday.
Perfect time to reset goals for Real Life Financial Planning.
Our mission is to help clients create a meaningful legacy & to use their money to live a purposeful & fulfilling life💯😊
#legacyplanning#liveonpurpos…
In Finland, the number of homeless people has fallen sharply. The reason: The country applies a “Housing First” concept. Those affected by homelessness receive a small apartment and counselling – without any preconditions. And: This policy is cheaper than accepting homelessness.
https://t.co/FRHJcZtwVO
In the pre-retirement phase of life, our goals are many, varied, ever-evolving, and include matters of both the head and the heart. Unfortunately, due to their complexity, these goals are rarely solved by simply one piece of tr… https://t.co/Y5p0HcQStd
https://t.co/FRHJcZtwVO
In the pre-retirement phase of life, our goals are many, varied, ever-evolving, and include matters of both the head and the heart. Unfortunately, due to their complexity, these goals are rarely solved by simply one piece of transactional advice offere…
If you’re looking for a retirement plan that encompasses more than just being able to afford playing golf, you need to plan an inspired retirement that provides you with:
👉sense of purpose
👉physical health
👉social connections
👉mental health
👉fin… https://t.co/Ty8ToNEhHV
If you’re looking for a retirement plan that encompasses more than just being able to afford playing golf, you need to plan an inspired retirement that provides you with:
👉sense of purpose
👉physical health
👉social connections
👉mental health
👉fin… https://t.co/Ty8ToNEhHV
If you’re looking for a retirement plan that encompasses more than just being able to afford playing golf, you need to plan an inspired retirement that provides you with:
👉sense of purpose
👉physical health
👉social connections
👉mental health
👉fin… https://t.co/aObpwoYMzo
How To Live A Good Life!
Have you ever wondered about the aspirational headlines on financial advisers and accountants websites that proclaim they will help you live your best life?
Find out by following the link in the bio to the article to find out how head and heart fin…