Education

News & Blogs

Wealth Creation

The Number One Question You Need to Ask Yourself

I started working with a new coach recently.  Yep, even I need an expert in my corner, to soundboard with and help keep me accountable as I work towards our business goals.  I’ve worked with a couple over the past eight or so years.

Published on
September 18, 2024

I started working with a new coach recently.

Yep, even I need an expert in my corner, to soundboard with and help keep me accountable as I work towards our business goals.

I’ve worked with a couple over the past eight or so years.

Each offers different perspectives along the way.

Back to my new coach for a second.

The very first question they asked me was this…

"Is your spending aligned with your lifestyle and lifetime goals?"

Given what I do, the answer, as you’d expect, was yes.

My main lifetime goals?

Renovate our house (if you’re a long-time reader, you’ll know we’ve come full circle this way).

Send our kids to a private school.

Take reasonably regular holidays and breaks, both abroad and domestically, with a particular hope of creating lifelong memories with the family.

And, from a lifestyle perspective, for my wife and I to enjoy life along the way.

The point I’m trying to make is this – everything starts with identifying your lifetime goals.

That way, you know precisely what you’re working towards and if your current lifestyle and resultant spending are helping you work towards reaching them.

Now to throw it back to you…

Is your spending aligned with your lifestyle and lifetime goals?

News & Blogs

News
August 19, 2026

Market Update - 19 August 2026

Amid persistent inflation pressures and a hawkish hold from the Reserve Bank, global equity markets are finally showing signs of a healthier, broader rally. Investors must navigate ongoing rate hike risks while monitoring shifting market concentration across both Australian and international shares.

Read more
Arrow_right_alt
Estate Planning
August 19, 2026

Your Legacy Is More Than a Will

A Will is only one part of a complete estate plan. Learn about Binding Death Benefit Nominations, Enduring Powers of Attorney and the key estate planning documents every Australian should consider.

Read more
Arrow_right_alt
Retirement
August 19, 2026

Could Too Much Cash Be Costing You?

Holding cash provides security in retirement, but too much cash can reduce long-term growth and purchasing power. Discover how retirees can balance cash reserves, investments, Age Pension entitlements and retirement income to create a sustainable financial strategy.

Read more
Arrow_right_alt

Subscribe to our Newsletter

Stay in the know with the latest updates, insights, and exclusive content delivered straight to your inbox.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.