Strategic Retirement Solutions

15/08/2023

Day 1 of a three day jam-packed professional development session. Always good to catch up and share ideas with other advisers in the network.

13/07/2022

It’s so fabulous to be ‘mixing it’ with other advisers in the Capstone family. We haven’t been in the same room since before Covid struck in 2020. Thank you to our fearless leader, Grant, and his team for looking after us and for ‘watching our back’!

11/12/2021

Santa’s factory was in full swing at our place today. Checking off the ‘naughty and nice’ list took longer than expected.

14/11/2021

Relocated the office to Cairns for the week. What a fabulous view☀️. Can’t wait to catch up with all my clients who I haven’t seen for about 6 months😊.
Thank you to the team at for setting up my equipment. Makes such a difference to have a decent printer and shredder at my fingertips.

05/12/2019

Great turn out for the 2019 Practice Development session. About 150 advisers in attendance this year. Should be some interesting conversations over the next few days.

03/12/2018

Eerily quiet at Auchenflower today.
Explains why I saw the police boat in action.
I may be here for a while...

Queensland police say two men armed with guns are holed up in a unit block in Auchenflower, in Brisbane's inner-west. Follow updates in our live blog.

01/08/2018

Currently attending Professional Development days in Geelong. Three full days this year. Really good agenda with lots of interaction. Looking forward to it!

28/04/2018

My weekend ‘helper’...😊. Note the effective use of a cutting board so he can’t ‘help’ too much. Nifty🤗

06/02/2018

Hold on tight for what could be a rough ride!
Once the share markets stabilise, we should see investors coming back to buy quality assets at bargain prices.
These assets will be fine in the long term; but the short term pain will be real.
On reflection, I'm very pleased that we took the opportunity to 'skim' profits from our clients' share funds late last year, when our market pushed through 6,000 points for the first time in almost 9 years. I know some clients felt reluctant to do this, but this 'event' proves yet again how quickly the tide can turn.
As a result, I know our clients are holding sufficient 'safe' assets to ride this out, and they will continue to use the income from their investments to top up their share funds at these low prices. There's always a silver lining....

17/11/2017

http://www.srsadvice.com.au/Funding-retirement-income-in-a-low-interest-rate-environment/

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