Julie's Blog Posts

Here you will find interesting quotes, useful information and links to helpful articles on a wide variety of subjects.
Invest Like a Retiree - final seminar for 2025!
Join us for our final seminar of 2025 — a story-rich evening filled with practical strategies for making your retirement savings last. We’ll skip the jargon and the stuff you can Google, and focus on the real advice that helps retirees live well, year after year.
 
See our Upcoming Event tab for all the details.
 
Don't over think it!
Most financial “problems” aren’t problems at all. 
 
They’re just thoughts about things that might never happen. 
 
Worry disguised as productivity. 
 
Let it go. 
 
Hang Tight!
Normal
Imagine it’s a very still day, and you’re in a boat on the ocean.
 
There’s no wind.
 
No swell.
 
The water is as flat as a mirror.
 
The calm goes on just long enough for you to start to feel like it’s normal.
 
When a small wave finally comes… it feels big. When a regular wave comes… it feels huge.
 
As scary as it might feel, it’s important to remember that waves are normal.
 
In fact, occasional storms are normal.
 
And the last thing you want to do when you get into a storm is abandon ship.
 
Attached is a short read on the US Tariffs and the market reaction - definately worth a quick look.
 
- Julie
 
(with credit to Behaviour Gap)
PDF icon US Tariffs and the Market Reaction
We are now accredited Aged Care Specialists!
Quote of the Week!
Happy New Year - time to dream big!
Season's Greetings!

Merry Christmas and Happy New Year from all of us at ES&A. Here's to a bright and successful year ahead.

Our Office will be closed from Friday 20th December and we re-open with skeleton staff from Monday 6th January 2025.  

 

A thought for this week...

I get the honour of helping many people prepare & enjoy their Retirement - and planning for this time is key.

However, I also see how many people never get to enjoy a full, long term Retirement as their health either reduces their capacity to do all the things they want or sadly, they don't make old age.

Don't just have a plan for the 'future' - make sure you are making the most of each and every day that you are walking around, in good health with your partner beside you.  It's a gift. 

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