We understand numbers, remember the past, and manage emotions to give you a successful investment experience.
Please Note from November 2023 we will not be taking any new clients.
Traditional Retirement is Redundant!
Why retirement is failing People Aged Over 50 and how you can make your future more exceptional
Does this sound like you?
· Feeling frustrated wanting to escape your current situation?
· Feeling isolated with no one to confide in?
· Feeling confused with the endless change?
· Feeling powerless as it becomes harder to stay relevant in a faster and faster changing world?
· Feeling that Institutions are ignorant, incompetent & uncaring?
· Feeling that your biggest worries are not addressed?
· Feeling that no one – including you, is in charge?
Would you prefer to be more like this?
Having meaning in your life, loving what you do and feeling free
Overcome obstacles and transform your life
Create better circumstances for you and your family.
Take small steps to start the magic
Hi my name is Ian Davis and I HAVE A BIG SECRET for people aged over 50.
After spending over 30 years as a financial planner listening to the dreams and fears of my clients, I’ve learned a lot about people as they approach retirement and live in retirement.
I’ve witnessed the arguments among couples as they bicker about what each wants for their respective futures.
I’ve come to appreciate the fears of people who are about to enter a great unknown.
I’ve seen the blank looks on prospective retirees who have suddenly realised they’ve spent not a single moment imaging their lives after paid work.
Out of all my experiences, I’ve come to learn a GREAT LESSON.
Retirement is about YOU and not YOUR MONEY and it's NOT a REHEARSAL ...
Seize the moment and join us on this exciting stage of your life.
Get the Free Ebook - Traditional Retirement is Redundant! now and don’t miss our Special Offers later in the report.
Click on the link https://www.switchedonglobal.net/
Why Integrated Wealth Solutions?
We are a Melbourne-based business working with Australian baby boomers.
We help business owners, and others, plan their investment portfolios.
Our aim is to design and put in place a portfolio that gives you peace of mind.
The Three Key Investor Requirements
We believe that in order for you to have a succesful long-term investment experience you will need to have these requirements:
1. NUMBERS understanding a bit about the laws of probability and the basics of statistics;
2. HISTORY a grasp of financial history, past events back as far as possible;
3. EMOTIONS awareness of your emotions, and the discipline to execute a strategy, and stay with it.
From our experience not many people, investors or professionals, have these skills.
For those of you not trying to become as rich as Kubera, but wish to avoid living out their retirement in poverty we suggest you study our evidence-based investment philosophy click here.
We piggy back on some of the leading financial minds in the world, adding our own understanding of history and the mind, to provide a clear long-term investment strategy for the baby boomer.