The 60:30:10 Rule, a successful strategy with a plan and an full understanding of your objectives is key to preserving your spending power in retirement.

What is the ‘60:30:10 Rule’?

We believe that a successful strategy starts with a plan and an full understanding of your objectives.

One of the key lessons in this 60:30:10 rule is taking a long-term perspective and we have seen over time, this gives people a greater capacity of spending power. Some achieve this in their 50’s others take a little longer.

Given this, our focus is generally best served by broad diversification and long-term investment using the 60:30:10 rule. Having said that, is always specific to YOUR goals and objectives.

In practice, the sources of your daily savings / spend plan should look like this split and then replicated as your source of retirement income when that time comes.

If you need more information or help to implement this strategy for your wealth protection,
contact us today.

Head Office – Suite 6, 53-57 Glen Osmond Rd, EASTWOOD  SA 5063
Ph – 08 7111 0022
Email –

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