Category: Life Story

Financial review at 30 June 2019

Half Year Summary A total return in the year to date of 11.70%, slightly behind the index, results after draw-down expenditure in a capital uplift of 9.65%. Introduction I review my/our financial situation at the end of each month so as to track where we are, and also because I find it interesting. I’d now…

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Do you have a vision of your future? Do you know where you want to be in five years or twenty-five years, or do you take one day or one year at a time? In considering a path to financial freedom it is helpful to have a vision of reaching that destination. It is useful…

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