Welcome to the Longevity Financial Planner blog, where we challenge outdated views on retirement and explore what it means to live a financially secure and meaningful life at every stage. Forget the old-school focus on tax and superannuation strategies – this is about purpose, identity, and the evolving nature of work, money, and legacy.
True family wealth management is about more than financial assets. It’s about your story, your values, and how you choose to live today. Discover the three elements of a holistic legacy — and how to begin crafting yours through the lens of a 100-year life.
Traditional financial planning tends to focus on the period from now until retirement, emphasising how much money you need to save to support a comfortable lifestyle once you stop working. The 100-year lens encourages you to view retirement not as an endpoint, but as on…
Legacy isn’t always loud. Sometimes it’s made in small acts of showing up. In offering your presence, not your perfection. In creating meaning out of moments that could otherwise pass by unnoticed.
By Geoff Ivanac – Longevity Financial Planner When you hear the words “financial planning,” you probably think of numbers – calculating how much to save for retirement, investing in the right assets, and sticking to a budget. While these are all…