by Asset Tree | Jul 20, 2022 | Retirement Planning
Why don’t entrepreneurs diversify for retirement? Apart from optimism, confidence and risk tolerance, the main reason entrepreneurs keep reinvesting in their businesses as opposed to building up a separate investment portfolio, is that they believe that the return on...
by Asset Tree | Jul 20, 2022 | Financial Planning
“A good doctor treats the disease, but the great doctor treats the patient who has the disease.” (Unknown) Most of us understand why it’s important to have regular medical check-ups. We also recognise that, as we get older, what we need from them changes too....
by Asset Tree | Jul 20, 2022 | Retirement Planning
The basics If you’ve never heard of the 4% rule, now would be a good time to acquaint yourself with it. The rule of thumb states that: If you withdraw 4% from your retirement portfolio annually (adjusted for inflation), your savings will last for 30 years. (Assuming...
by Asset Tree | Jul 20, 2022 | Saving & Investing
Over the last few years, the government has slowly been raising the limit on how much investors in pension funds and retirement annuities could hold offshore. At this year’s budget, this was raised from 30% to 45%. The decision has been widely welcomed because it...
