"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Dr Mark Brimble is Dean (Learning and Teaching) and a Professor (Finance) in the Department of Accounting, Finance and Economics in the Griffith Business School. He has a PhD on capital markets and has active research interests in financial markets, sustainable finance, personal finance and finance education, with publications in various national and international journals including Accounting and Finance, Corporate Governance: An International Perspective, Housing Theory and Society, Australian Tax Forum and Higher Education Research and Development.
Professor Brimble is a Commonwealth Office for Learning and Teaching National Fellow and is the recipient of numerous teaching and learning grants, citations and awards, including leading the team that won the 2010 Business and Higher Education Round Table award for the best higher education and training collaboration and achieved platinum in two categories in the 2017 Learn X Awards. Mark was awarded Australian Teaching and Learning Council Citations in 2011 and 2016, and an Australian Award for Teaching Excellence in 2016.
Dr Brimble is a Fellow CPA, a Fellow of the Finsia, a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors. Mark was a foundation member of the Financial Planning Education Council and Chair from 2012-2017. He was also the Founding Co-Chair of the Financial Planning Academics Forum and is the Co-Founding Editor of the Financial Planning Research Journal. Mark is also a Director of the Financial Adviser, Standards and Ethics Authority.
I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!
I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!
Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.
We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Retiring soon? This is a critical time. Find out how we help pre-retirees take the smartest steps towards their retirement.
Find out how we help self-funded retirees get more money AND peace of mind during retirement, without the hassles, headaches or silly risks.
