May Insights and Updates

The latest audiobook I’ve been listening to and really enjoying is The Diary of a CEO – The 33 Laws of Business and Life by Steven Bartlett.

I’m not sure where I first saw the review or recommendation for this book, but it’s so interesting and digestible, I’m actually listening to it for the second time now.

Bartlett breaks his 33 laws up into four pillars:

  • Pillar 1: The Self
  • Pillar 2: The Story
  • Pillar 3: The Philosophy
  • Pillar 4: The Team

The final law under Pillar 3 – Law 27 – was of particular interest to me:

“The discipline equation: death, time and discipline.”

An interesting idea shared in Law 27 was a deathbed reflection exercise. It reminded me of something similar I’ve encountered before—author George Kinder’s “Three Questions.” I think you’ll find these questions really thought-provoking so I’ve included them below.

If you set about answering these questions for yourself, make sure to take your time.

The investment will be worth it.


2024 Federal Budget – What it means for you

The 2024 Federal Budget was handed down earlier this month. What do the proposed measures and packages mean for you? Thomas Sweeny took the time to summarise the most relevant ones.

Read the summary here.


End of financial year Super strategies for individuals

If you’re considering opportunities to claim tax deductions on additional superannuation contributions before the end of the financial year, you’ll want to get those done in the next two weeks.

This article outlines 6 key end-of-financial-year Super strategies that might be open to you.


How does aged care work in Australia?

What you don’t know about aged care can affect your ability to make good and timely decisions regarding this important phase of life.

This article from our Aged Care specialist Emma Cork will help you understand how age care works in Australia so you can seek specialist advice about it at the right time (for either you or your ageing parents).


5 major mental shifts of retirement and how to prepare for them

They say, ‘You’re a long time retired,’ and while that adage is often reserved for sporting retirements, it’s true for retirement from the workforce, too. Many athletes have problems transitioning into retirement after giving the majority of their time, focus and energy to one thing for so long. And the same is true for many retirees moving into the ‘post-work’ phase of their life.

Five big mental shifts are needed to make a smooth transition. Thomas Sweeny shares those here.


George Kinder’s 3 questions

QUESTION 1: I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is, how would you live your life? What would you do with the money? Would you change anything? Let yourself go. Don’t hold back your dreams. Describe a life that is complete, that is richly yours.

QUESTION 2: This time, you visit your doctor who tells you that you have five to ten years left to live. The good part is that you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Will you change your life, and how will you do it?

QUESTION 3: This time, your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What dreams will be left unfulfilled? What do I wish I had finished or had been? What do I wish I had done?


Meet the team: Dan Murdoch

A couple of years ago Dan completed his University internship with us here at HPH. He impressed everyone, and of course, we offered him a job on the spot.

But Dan had other plans…

He’d been diligently saving while studying to go on a grand adventure –  snowboarding, hiking and backpacking through Canada, the US and South America.

While roaming around Peru last November, Dan reached out to say that he was heading home. Naturally, we were delighted to welcome him back to Perth and back onto the HPH team!

Find out more about Dan here.

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