Mike’s Retire Right Journey: From CEO to Puffing Billy’s Station Master

by JBS Financial 27 Jan 2024

We caught up with long-time Retire Right client Mike McCarthy, took the time to catch up on his post-retirement life, and discovered a fascinating story of transition and passion. Having worked in a high-pressure CEO role, Mike faced the challenge of transitioning from a hectic career to retirement. However, his enthusiasm for life was palpable […]

READ MORE

Why investors are firmly focused on interest rates

by JBS Financial 25 Jan 2024

2024 is very much a story of how quickly and how sharply rates will start coming down. Around the world, just like in 2023, financial markets, investors, and borrowers are firmly focused on what will happen to official interest rates. But unlike last year, when rates were on the way up, 2024 is very much […]

READ MORE



Shaping 2024: Goals for a Balanced Life

by JBS Financial 4:00 pm 12 Jan 2024

By Jenny Brown – CEO With the new year kicking in, it’s a good time to reflect on what we want from life and sketch out our plans for 2024. … [ read more ]

Opening up about money

by JBS Financial 4:18 pm 11 Jan 2024

The funny thing is money, on the one hand, can get us excited or give us a real sense of achievement (think reaching a savings goal). On the other hand, … [ read more ]

Goal Setting to Retire Right: A Journey Towards Success

by JBS Financial 12:55 pm 01 Dec 2023

Setting effective goals is the cornerstone of personal and professional development. In our fast-paced world, where retirement planning is a key aspect … [ read more ]

Budgeting tips for Christmas

by JBS Financial 12:53 pm 01 Dec 2023

The festive season is fast approaching and with it, all the wonderful things an Aussie summer Christmas brings. With gifts, parties, food and beverage … [ read more ]

The importance of rebalancing

by JBS Financial 12:51 pm 01 Dec 2023

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your starting … [ read more ]

Being Ready for Life’s Surprises: Why Estate Planning Should Cover the Unexpected

by JBS Financial 3:33 pm 17 Nov 2023

Planning your estate is like making a blueprint for the future, ensuring your belongings go to the right people. But it’s easy to forget that life … [ read more ]

5 ways to do more with less money in your relationship

by JBS Financial 3:29 pm 17 Nov 2023

We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are … [ read more ]

Three reasons to err on the side of optimism as an investor

by JBS Financial 3:28 pm 17 Nov 2023

The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking that it’s become even more negative with constant … [ read more ]



logo


SIGN UP TO OUR NEWSLETTER

* indicates required