Changing the course of your life in midlife There are times in our lives that shake us enough to ask the question, ‘What is it that gives me meaning, and how does that influence the story of my life?’ Nikki and Geoff made over their lives and their money in midlife and are true examples of living their lives on their own terms, in their own time, in Retiremeant™. Nikki does admit that “perhaps we should indulge ourselves a little more,” and says they may consider flying business class one of these days. Nikki and Geoff are still working and earning and have a solid financial plan in...

Give yourselves a break! You have done so well, and understandably your focus has been on ensuring your children had the best experience and quality education growing up. Clearly, your highest value is your family. You are both young and in a wonderful position to earn a good income. Now is not the time to worry about having not saved enough for retirement. The next 10-15 years of your lives (between the ages of 50 – 65) is the perfect time to save, invest and enjoy the compound interest of your efforts. So, reframe how you see yourselves: yes, you are in midlife, but it’s the young version...

Like many entrepreneurs and business owners I’ve helped over the years, David has learnt a valuable lesson. You simply cannot put all your money into one basket. So often, people invest all their money back into the business and truly believe it to be the best investment vehicle for their future – but if something goes wrong, you could lose everything. I have four tips for David: Firstly, David has to visualise what he wants his life to look like if it turns out well.Once you’re clear on what you want to achieve, it becomes easier to put action steps in place to realise your vision....

What would bring more meaning to your life? People at any age need to look at living significantly, not just successfully. Younger clients often do things that don’t inspire them or would ideally like to make changes to their lives now, for example, who they are with, where they live, what they do etc. In midlife, people start looking at ways to live wholeheartedly and engage with the world from a place of worthiness. It starts with dreaming and visualising by asking yourself: what would my next chapter look like if it turned out well? And then putting careful and deliberate action plans...