Are you on track for financial independence?
Our best resources on building the future you want.
For many Australians, financial independence isn’t just about retiring early, it’s about having the flexibility to live life on your own terms. Whether that means cutting back at work, travelling more, or simply having peace of mind, the first step is understanding what financial independence means for you.
This week, we’ve rounded up our most practical insights to help you define your goals, assess your progress, and help you plan towards your definition of financial independence.
Editorial insights
A checklist for financial independence. The look at steps all investors can take to move along the pathway to independence.
5 vital signs to check your financial independence. Clear metrics toward financial independence can help you make better financial decisions
In celebration of financial independence. For many people, what ends up mattering is not retiring early but rather possessing the option to do so. Freedom is power.
Estimate the savings you need to retire. Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will impact future outcomes.
How to build wealth and financial security as a renter. Many Australians believe that building wealth requires home ownership but there is a pathway for renters.
Dual income, no wealth, how do you build for the future? Many dual income households are treading water. Here’s how to supercharge your financial security and wealth creation.
Series: Setting yourself up for financial freedom in each decade
Conventional wisdom and instincts may be guiding new investors in the wrong direction. Mark LaMonica has put a guide for each decade to help you on your journey to financial independence. Here are his insights for your twenties, thirties, and forties.
Webinars and Podcasts
Webinar: How to track progress towards financial independence
Clear metrics toward financial independence can help you make better financial decisions. We examine vital signs to understand why they are important and take a look at what the FIRE movement is all about.
Podcast: 3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Podcast: Buying a home out of reach? Try this framework to find your financial goals instead.
This episode of Investing Compass looks at a framework to help you find your financial goals.
Our free educational course
We believe that to invest successfully you need a framework and structure. This course has been created to be consumed sequentially so you’re able to build, monitor and maintain a portfolio to achieve your goals.
The course is designed to help you achieve financial independence – whatever that means to you, and it is designed for all investors. While foundational in nature many experienced and knowledgeable investors forget why they are investing in the first place and get too caught up in the day-to-day market noise and lose sight of the big picture. New investors can form a basis for getting started while building knowledge.
