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2022- January Adviser Update

January 27, 2022No Comments#financialadviserbrisbane, 2022 financial plan, 2022 investment, australian market, balanced growth, bank, diversification, financial adviser southside, financial market, financial progress, geopolitical tensions, inflation, interest rates, investments, investors, monetary tightening, mortgage, mortgage free, Omar Cubilla, portfolio diversification, RBA, super, superannuation

SWM Advisers Update JANUARY 2022 What’s ahead? It seems to be the consensus that interest rates will rise at some point this year from their record lows. The million-dollar question is when and by how much? The markets have already…

RETIREMENT – WHAT’S YOUR NUMBER?

April 13, 2020No Commentsassets, childrens savings, financial goals, investment bonds, investments, mortgage, mortgage free, Omar Cubilla, pocket money, renting, retirement, Stretton Wealth Management, Stretton Wealth Management, travelling, wealth

So, how much will you need in retirement? That’s the million-dollar question, right? When working out how much you will need once you’ve ceased work, it really comes down to two big questions: What expenses will I have? and What…