How to plan for retirement using a cricket analogyBY ALLAN WARD | FRIDAY, 3 AUG 2018 3:47PM This past summer I went to a few Big Bash League cricket games (sorry to all the cricket purists who only like games that go for five days, not five hours). Going to the cricket ... Upgrade your subscription to access this article
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Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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Who won the game?
For more than five years now we have been providing clients with a Retirement Health Check Report dated as at the client's birthday every year. It contains a very detailed and personalised analysis (shown in table format and graphically), including a full commentary about their progress towards achieving their retirement income goals and the effect that considering the various financial 'levers' available to them can have.
Tom - from memory it was the Strikers!
Brenton - great to hear. How are you tracking this? I'm assuming you have a system with a relatively high degree of automation? And by doing this do the clients tell you it makes it easier to understand the outcomes of their money decisions?