We redefine financial planning by entwining your money decisions with your personal vision / values
05/03/2024
I spend a lot of time every week meeting with other business owners and professionals. I love hearing their stories and understanding what they do.
Everyone has a unique story and business. One of my networking groups passed over $6m in business between the 28 members.
Some people love networking, others can’t stand it. Which camp do you fall into?
21/02/2024
“Ever wondered what a financial planner really does? 🤔 It’s much more than picking stocks or selling insurance. Financial planning is an art that involves strategic foresight and meticulous management—from cash flow projections and retirement planning to tax strategies and beyond. Let’s demystify the process and learn the true value of comprehensive financial guidance. ”
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16/02/2024
It’s been 3 years so we figured a website refresh was about due. Head over to www.ikigaiwealth.com.au to see what we’ve been up to!
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28/01/2024
“✨ Think about it - every morning alarm, every chosen route to work, every coin tucked away for a rainy day, they’re more than just routines. They are the silent architects of your financial landscape.
Every mindful purchase, every dollar saved, every investment in your education or health, they’re not just expenses, they’re investments in your own life story. 🌈💼
Your financial landscape is more than just a mirror of your earnings; it’s a dynamic mosaic created by your everyday habits, decisions, and what you prioritise. Let’s embrace each day as an opportunity to paint our financial future with brighter colours, crafting a masterpiece of security, freedom, and prosperity. Here’s to transforming our everyday actions into stepping stones towards our dreams! 🚀💰 ”
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22/01/2024
Still working into my 2024 routine.
I have never been into NY resolutions but I find that mentally closing off one year and feeling like you have a fresh start with another 365 days is really refreshing and important.
What new and exciting challenges do you have planned for 2024?
11/01/2024
“Many individuals prioritise securing their children’s future through savings or investments.
Using an investment bond for this goal can be an excellent strategy. This approach offers the dual benefits of minimised tax impact during the investment period and the ability to transfer ownership to your child at a predetermined age without incurring capital gains tax.
Interested in exploring this opportunity further? Feel free to drop a comment or direct message me for more information. Let’s secure your child’s future together.”
03/01/2024
🚫 Avoiding Financial Self-Sabotage in 2024🚫
Financial self-sabotage is when we unknowingly undermine our financial well-being. It’s time to break these habits:
1️⃣ Stop Procrastinating: Make timely financial decisions.
2️⃣ Avoid Overspending: Stick to a budget and cut impulse purchases.
3️⃣ Learn Financial Basics: Educate yourself on money matters.
4️⃣ Set Goals: Plan for the future with clear financial objectives.
5️⃣ Emotions ≠ Spending: Don’t use shopping to cope with stress.
6️⃣ Watch Lifestyle Inflation: Don’t spend all you earn as your income rises.
7️⃣ Be Yourself: Don’t keep up with others; focus on your goals.
8️⃣ Face Responsibility: Tackle bills and financial responsibilities head-on.
9️⃣ Avoid Risky Moves: Don’t gamble or invest recklessly.
🔟 Overcome Fear: Embrace financial success without self-doubt.
💡 It’s time to take control of your finances and build a brighter future! 💪🌟
28/11/2023
“True financial wisdom lies not just in numbers and charts 📊, but in understanding the heart’s ambitions ❤️ and the life’s purpose 🌟 behind every dollar 💵.”
16/11/2023
Navigating Retirement as a Self-Employed Individual