The Updated Investor

The Updated Investor We help people in their 50’s and 60’s who feel overwhelmed, retire with confidence We are your life-long financial planner helping you with financial certainty.

With everything happening in the world right now, conflicts, economic uncertainty, market volatility, it’s easy to feel...
05/03/2026

With everything happening in the world right now, conflicts, economic uncertainty, market volatility, it’s easy to feel hesitant about taking control of your financial future.

But the biggest risk to most people’s financial certainty isn’t the market.

It’s waiting too long to take action.

In my latest blog, I explain why doing nothing may be the most expensive decision of all.

👉 Read the article here:

When people worry about their financial future, the same fears tend to come up again and again.“What if the market crashes?”“What if I invest at the wrong time?”“What if I lose money?”These are completely understandable concerns.After all, the world feels incredibly uncertain right now.I...

Over the years, I’ve learned that money is never just about money.It’s about how safe you feel.How confident you are in ...
06/01/2026

Over the years, I’ve learned that money is never just about money.

It’s about how safe you feel.
How confident you are in your decisions.
And whether your finances are supporting your life - or quietly adding stress.

That’s why I wrote this article on Financial Certainty and the role of the Financial Certainty Scorecards™.

If you’ve ever felt uncertain about money even when the numbers looked okay, this might be worth a read.

👉 https://www.theupdated.com.au/single-post/living-well-with-money



Financial Advice Isn’t Just About Money. It’s About How You Live.For decades, financial advice has largely followed a familiar model.Performance.Returns.Asset allocation.Spreadsheets and projections.These things matter. But on their own, they don’t tell the full story of a person’s financial...

🎯 How sure are you about your money future?You might be earning well, contributing to super and even dabbling in investi...
24/11/2025

🎯 How sure are you about your money future?

You might be earning well, contributing to super and even dabbling in investing… but that doesn’t always translate into feeling confident or in control.

That’s why I created the Accumulator Scorecard.

It’s a simple tool for working Australians that highlights what you’re doing well and what might need attention across areas like spending, debt, savings habits, super and early investing.

It only takes a few minutes and you don’t need any financial jargon to use it. Just answer honestly and you’ll get a clear snapshot of where you stand right now.
👉 https://www.theupdated.com.au/services-4

Try it today, then again in 6 to 12 months to see how your financial certainty grows.

At The Updated Investor, we believe financial security isn't only just about the dollars and cents - it’s about peace of mind. 

🚀 I’m building something new – and I’d love your help.I’m developing a set of Financial Certainty Scorecards for three s...
16/11/2025

🚀 I’m building something new – and I’d love your help.

I’m developing a set of Financial Certainty Scorecards for three stages of life:
✅ Still building wealth
✅ Getting close to retirement
✅ Already retired

They’re not “finished” tools – I’m refining them based on real feedback from people using them.

Whether or not you ever work with me, the Scorecards will give you:
• A clear snapshot of how certain you feel about your money
• A list of areas you can start improving
• A way to check back in every now and again to see how your confidence is growing

Want to try one and tell me what you think?
👉

At The Updated Investor, we believe financial security isn't only just about the dollars and cents - it’s about peace of mind. 

Have you actually sorted out your estate plan… or just your Will? 🤔If you’re in your 50s or 60s, you might be starting t...
10/11/2025

Have you actually sorted out your estate plan… or just your Will? 🤔

If you’re in your 50s or 60s, you might be starting to think about things like:

How to make life easier for your partner or kids

What would happen if you lost capacity (not just if you passed away)

How to avoid family conflict, delays and stress

That’s where a proper estate plan comes in.
It’s more than a Will - it’s a clear set of instructions and documents that help your family when they need it most.

In my latest article, I explain in plain English:
✅ What an estate plan actually is
✅ The key documents people in their 50s and 60s should have in place
✅ Why listing your accounts, policies, passwords & key contacts is a real gift to your family
✅ How a good plan can reduce stress, confusion and arguments later on

If you’ve been telling yourself “I’ll sort that out one day”… this is a simple place to start.

👉 Read the article here:

Estate planning isn’t just for the ultra-wealthy or the elderly, it’s for anyone who has people and assets they care about. Simply put, an estate plan is a strategy for managing and distributing everything you're responsible for when you’re no longer able to do so yourself. Let’s dive into t...

Ever had that moment where extra money lands in your lap, an inheritance, a bonus, or maybe the sale of a property, and ...
29/10/2025

Ever had that moment where extra money lands in your lap, an inheritance, a bonus, or maybe the sale of a property, and your mind starts racing with what to do next?

I’ve seen it: what feels like a blessing can quickly turn into stress… or worse, regret.

That’s why I wrote my latest article, “What to Do with a Windfall.”

It’s about slowing down, taking a breath, and putting a clear plan in place before making any big moves.

Here’s the short version:

💡 Do nothing, at least not straight away.

💡 Build your ‘dream team’ a financial planner, accountant, and lawyer who can help you make smart, lasting decisions.

💡 Think long-term because what you do with that windfall now could shape your next 10, 20, or 30 years.

💡 Set up a ‘Murphy Fund’ because life has a funny way of throwing curveballs.

It’s not about being overly cautious. It’s about turning a one-off event into long-term financial certainty.

If you’ve recently received a windfall (or just hope to one day), this article might help you approach it with more clarity and confidence.

👉 Read the full post here https://www.theupdated.com.au/single-post/what-to-do-with-a-windfall

Imagine it: one day, you’re minding your own business, and then BAM you win the lottery, inherit a sizeable chunk of coin from a long lost Aunt, or receive an unexpected payout. Suddenly, you're holding a lot more money than you've ever have had to deal with before. But here's the thing: just as q...

Tired of Working Hard… and Wondering When’s It Your Turn?If you’re in your 50s, chances are you’ve spent years doing the...
21/10/2025

Tired of Working Hard… and Wondering When’s It Your Turn?

If you’re in your 50s, chances are you’ve spent years doing the right things, working hard, paying the bills, raising the kids, maybe even helping them get started.

But deep down, you might be thinking:

“When do I get to slow down and actually enjoy life?”

Good news, you don’t need to win Powerball or move into a caravan to make it happen.

You just need a clear plan and a few smart habits.

In my latest post, I share 6 simple steps to fast-track your retirement without cutting out coffee, selling your house, or becoming a stock market expert.

💡 Here’s a sneak peek:
👉 Find your “magic number” (how much you really need to retire)
🚫 Ditch the risky “get rich quick” ideas
🧠 Get a financial wingman to guide you
💰 Build your emergency buffer (aka “Murphy Fund”)
💳 Spend smart, not less
🌴 And start living like you’re retired, right now

You’ve worked hard your whole life. It’s time to make sure that effort pays off.
Start planning today, and future you will thank you.

👉 Read the full article here: https://www.theupdated.com.au/single-post/sick-and-tired-of-working-do-this

Had enough of the daily grind? Do you dream of tossing your alarm clock and never sitting through another Zoom meeting? If the idea of working until you’re too old to enjoy life makes you shudder, here’s some good news.....and a plan.Before you quit your job to live in a caravan by the coast, le...

💥 BREAKING THE MONEY TABOO 💥For something so crucial to our wellbeing, money is still weirdly difficult to talk about.We...
16/07/2025

💥 BREAKING THE MONEY TABOO 💥
For something so crucial to our wellbeing, money is still weirdly difficult to talk about.

We’ll chat about politics, relationships, even reality TV before we’ll openly discuss our finances — especially when things feel uncertain.

In my latest article, I unpack:

🔹 Why financial stress so often stems from confusion
🔹 How to find credible, conflict-free guidance
🔹 Why simplifying your money can beat even the “best” investment strategy
🔹 And how changing your relationship with money might change everything else, too

📖 Read the full article 👉 https://www.theupdated.com.au/single-post/breaking-the-money-taboo-empowering-yourself-for-a-stress-free-financial-future

Let's normalise talking about money. It’s not awkward......it’s empowering.

Let's face it: money is often a taboo subject. Whether it’s at dinner parties or casual gatherings, people seem more comfortable discussing politics, religion, or even their personal relationships than addressing their financial situations. It’s a bit ironic, considering that our financial well-...

👟 Can 100 pairs of sneakers outperform your super? Under very specific conditions… yes.But here’s the real question:Do y...
07/07/2025

👟 Can 100 pairs of sneakers outperform your super?

Under very specific conditions… yes.

But here’s the real question:

Do you want your future riding on fashion trends and resale platforms—or would you prefer certainty?

I recently came across a comparison between rare sneakers and superannuation returns. It’s a fun thought experiment—but also a great reminder of why financial planning matters.

My job isn’t to sell the dream of “impossible” wealth.

It’s to help you build a financial future that’s real, structured, and achievable.

👉 Read the full article here: https://lnkd.in/gij5RpV7

hashtag hashtag hashtag hashtag hashtag

By David Haseldine, Financial Planner – The Updated Investor Let me say this upfront: I’m not suggesting you dump your super fund and start hoarding limited-edition sneakers. But in a world full of TikTok wealth hacks, crypto booms, and NFT busts, I think it’s worth highlighting a surprising t...

🧓👵 Let’s Talk About the Elephant in the Room 🐘The past few weeks have been a tough reminder of something many of us are ...
27/06/2025

🧓👵 Let’s Talk About the Elephant in the Room 🐘

The past few weeks have been a tough reminder of something many of us are quietly dealing with: ageing parents and how to support them without stepping on their independence or dignity.

I’ve written a new piece that dives into the emotional and practical realities of caring for ageing loved ones especially when you're also juggling your own retirement planning, work, and even grandchildren.

It’s about the conversations most families avoid until it’s too late. The kind of conversations that if done right can save everyone a lot of heartache down the track.

💬 Topics include:

Staying in the family home is it really possible?

The silent expectation that “one of the kids will step in”

Staging care before crisis strikes

Planning for the financial side of ageing

And why pretending everything’s fine is not a strategy

If you're approaching this stage of life or helping someone who is, this article might be the nudge you need to open the conversation.

👉 Read the full post here: https://www.theupdated.com.au/single-post/let-s-talk-about-the-elephant-in-the-room
📞 Need help starting the conversation? Reach out — we’re here for exactly this.

The past couple of weeks have been traumatic….. to say the least.The issue? Ageing parents and the challenge of making sure they’re safe and well cared for without overstepping or stripping away their dignity as adults who deserve to make their own decisions.With an ageing population and people ...

28/05/2025

Our latest update is out. Pick up your copy is here

The Updated Investor Pty Ltd May 2025 In this issue: - Free Property Workshop - Tech Tip: A Better Way to Share Documents - Help Me Choose the Topic for our next Workshop - Latest Blogs

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