Longevity by Purpose’s Post

A great summary of the progress made with the LPF over the last 3 years.

Why are we working everyday? Why did we even want to have a family?  Is it because others are doing it hence we are doing it?  Have we asked ourselves why?  When we have clarity why we are doing what we are doing, we do everything with a purpose. Things that are done with purpose bring a positive impact in our family and community. For example, you work with a smile, you invest with a purpose to support your children for tertiary education, you protect your income and liabilities ensuring your family is well taken care of. These actions will impact your life around you, and all our lives whether we acknowledge it or not we are impacting lives around us every single day. Many times these values that we passed down are unconscious but if we can take time to pen down what's the values that we want to pass down as a legacy, put it into a plan. That legacy plan will be able to give your next generation a foundation to success, and a safety net in unfortunate times. The power of legacy planning has been adopted by very rich families but do you know in the current market, you don't have to be super rich. It is available to everyone regardless of their net worth as long as they see the importance and want to pass down their legacy to create a generational impact. Comment or PM "LEGACY" and let's start a conversation to start penning down your legacy plan. -------------------- David Joshua Lee, Financial Advisor, Generational Wealth Building Thought Leader, Retirement Planning Strategist. #FamilyValues #GenerationalImpact #LegacyPlanning

"Starting out, we had a financial goal but we had no idea how to get there. With the support of Positive Real Estate, we started investing in property in our mid 40's and now have 7 properties to fund our retirement.⁣ ⁣ In 2004, we made a decision to invest in managed funds to boost our finances for retirement. When the GFC hit, it wiped us out to the tune of over 140k. We then struggled for 5 years after this just to get back to where we started…⁣ ⁣ This was very stressful and demotivating for us but didn’t turn us off investing in general. This experience just made us realize that we needed to diversify where our money was actually going long term. We were unsure of where to turn next and then a holiday in 2010 to Tasmania changed everything for us mentally and we created our goal to retire to a cooler climate.⁣ ⁣ Around this time, I had started talking to my bank about investment and they suggested I read a few investment magazines. One of which had an ad of Positive with details of a future Property Investor Masterclass near where we lived.⁣ ⁣ The event was great and made me realise that while we had goals, what we really needed was SUPPORT to achieve them. We decided to book the follow-up meeting offered on the night with a Positive coach. It was in that one-on-one meeting we realised that our then level of investment and financial planning was not going to be sufficient for a well-financed retirement!⁣" ⁣ Don't miss out on the opportunity to secure your future. Book your one-on-one session now and start planning a well-financed retirement! JOIN US HERE 👉 https://lnkd.in/g8hFhtD

We are thrilled to participate in the esteemed Batseta Council of Retirement Funds for South Africa Winter Conference this week. This event unites industry leaders, experts, and stakeholders in the retirement fund sector, fostering networking, knowledge exchange, and collaboration. We excited to explore fresh ideas, build valuable connections, and contribute to pivotal industry discussions. See you there! #BATSETA #retirementfunds #pensionfunds #investmentstrategies #impact #fundmanagers #assetallocators #assetmanagers

Great to see Heywood revolutionising member engagement and to see the Video Annual Benefit Statements having such a positive impact. As an industry we need to make sure more people get engaged with their pensions and brilliant to see, first-hand how Heywood are making this happen.   Video Canvas is Money Alive’s personalised interactive player Heywood uses to create these unique member experiences. If you also want to transform your digital engagement then drop me a note and I will put you in touch with someone who can make it happen! And, together, lets get more people engaged with their retirement planning. #membercommunications #financialcommunications

🎉Ready to Retire Early? It’s Easier Than You Think! - Unlock the Key to a Stress-Free Early Retirement Today! The Simple Solution is Here Tired of feeling financially constrained, unable to achieve your dreams of retiring early, owning your dream home, or travelling the world? We get it—it's frustrating to feel stuck. But guess what? The wait is over! 🚀 We're thrilled to announce that our comprehensive Property Investment Mastery Course is now LIVE! 🏡 This course is your ultimate guide to building wealth through property investment, designed for every Aussie ready to succeed financially. What can you expect? 🌟 Financial Freedom: Master strategies to retire early and live stress-free in luxury. 🏠 Dream Home Ownership: Learn how to invest wisely to make your dream home a reality. 🌴 Luxurious Travel: Discover how property investment can fund your wanderlust and lifestyle. 🎯 Stress-Free Retirement: Retire early and worry-free, enjoying life without financial anxiety. Ready to unlock your financial success? Don't miss out—enrol today and start living the life you've always dreamed of! 👉 Enrol Now and Take the First Step Towards Your Financial Freedom! Click here - https://lnkd.in/d6Kru_9E #FinancialSuccess #PropertyInvestment #CourseLaunch #RetireEarly #DreamHome #LuxuryTravel

🌟 Proud to say I’ve been a part of the Exit Planning Institute for over six years! 🌟 Being a Certified Exit Planning Advisor, I've had the privilege of guiding business owners on a transformative path from business ownership to a well-deserved retirement. 🎉 It’s incredibly rewarding to help entrepreneurs transition smoothly, ensuring their legacy continues and they achieve the retirement they’ve worked so hard for. Here’s to many more years of helping people navigate these crucial milestones! 💼➡️🌅 #ExitPlanning #RetirementTransition #BusinessOwnership #LegacyPlanning #LighthouseWealthGroup

What are the key risks that Advisers need to consider when looking at capital withdrawal strategies? Paul Ilott, Managing Director at Scopic Research is joined by David Jane, Fund Manager at Premier Miton, to discuss the implications of the FCA's thematic review on retirement income, focusing on capital withdrawal strategies and natural income from multi-asset funds. For Investment Professionals only. Capital at Risk. #multiasset #retirementincome

Remember when you were a kid and you could fall off your bike, bump your knee, and hop right back on like nothing happened? Then we age, and the same little knee bump seems to take forever to heal?  Happens to the best of us, but that discomfort gets in the way of our daily life. Wondering why I’m bringing up a childhood knee bump? Think about it in relation to your investment and retirement accounts.  Imagine that knee bump being a dip in the market, volatility, a downturn, or worse yet––a market crash.  As we progress through life, it takes longer to recover (both physically AND financially).  The 5 years before and after retirement are the most critical (some call it “the fragile decade”) because markets can exert a profound effect on your ability to retire when and how you want. That’s why I put together this quick “must read”: The Ultimate Checklist for Navigating Retirement (it’s especially relevant to volatile market conditions). After you read and complete the checklist, you’ll have a crystal clear idea of the next steps to prepare you for your new work-free life. Click below to get started ...

At Guardian Investment Advisors, we understand that retirement is about more than just wealth - it's about 𝗹𝗶𝘃𝗶𝗻𝗴 𝗮 𝗵𝗮𝗽𝗽𝘆 𝗮𝗻𝗱 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗹𝗶𝗳𝗲 through all stages! 👍 From your 𝗴𝗼-𝗴𝗼 𝘆𝗲𝗮𝗿𝘀 (65-75) when you’re active, traveling, and doing what you love, to your 𝘀𝗹𝗼𝘄-𝗴𝗼 𝘆𝗲𝗮𝗿𝘀 when life starts to ease up, and finally to your 𝗻𝗼-𝗴𝗼 𝘆𝗲𝗮𝗿𝘀 when health needs become more prominent, we’re here to help you plan for every phase. Our goal is to create a 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗽𝗹𝗮𝗻 that supports your lifestyle and keeps you financially secure, no matter what stage of retirement you’re in! 🌅 To learn more, see my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a chat with our team, and be sure to continue to our YouTube channel for more insights! #YouTube #healthcare #retirementplanning