Financial Autonomy · UPDATED Beyond Building Wealth: 4 Things Your Retirement Plan Might Be Missing
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run annual financial modelling at the client’s progress meeting to identify surplus capital for gifting
“We did some modelling for clients recently who were pursuing a financial independence goal. We found that if they wanted to achieve their goal without needing to sell down any investments, they could both cease work at age 55.”
“It's easy to mistake model progress for product progress ... tool like Figma takes a very long time to build ...”
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
“It may make sense to progress realize capital gains during your lifetime, particularly once you're retired and your taxable income is relatively low”
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