Jeremy Duffield

Jeremy Duffield is a senior player in the Australian and international financial services sectors, having served as a senior executive with leading global funds manager The Vanguard Group USA from 1980 to 2010. He founded Vanguard’s operations in Australia and Asia, and led them from 1996 to 2010. Jeremy is Chairman of the Australian Centre for Financial Studies and is a non-executive director of MLC, National Wealth Management and Plum Financial Services. He is a member of the Federal Government’s Australian Centre Financial Task Force and was previously a member of the Financial Sector Advisory Council and the Financial Literacy Foundation. He was also Deputy Chair of the Financial Services Council.
Finding your Diamonds*

Finding your Diamonds*

It’s simpler than you think Can you find the acres of diamonds in your own backyard?  About 150 years ago, a famous American author and orator began touring the country with a speech called Acres of Diamonds, which enthralled huge audiences. Russell Conwell gave...

Making retirement a time of renewal?

Making retirement a time of renewal?

Life’s about transitions….and retirement has got to be one of the biggest transitions of them all. 

It’s so different from working life, such an opportunity to do what you’ve dreamed about, albeit with some significant challenges to face about how to make it work financially.  

The advisers at Retirement Essentials work with our members to help them make the financial transition.  Our approach of offering advice on key issues in retirement, and help with the Age Pension when it comes time to apply, really resonates with these members.  What we offer is affordable, meaningful and helpful.  You can find out more, free of charge and with no obligation, by taking up one of our no obligation 10 minute consultations.

But for some retirees, the more difficult transition is the life transition and with that we’d love to offer you the occasional inspiration.  I thought my sister, Jane, captured the upside of change beautifully in the poem below.  She’s new to retirement herself after a long career in social work and teaching.  She’s now started writing poetry as a new activity in retirement.  And she does it as part of a group, to keep up her social connections.

This was the first poem she sent me.  It reminded me of all our members going through their own life transitions. I hope it resonates with you as much as it did with me.

Ten principles to retire by

Ten principles to retire by

Over the past few months, we’ve shared a set of 10 principles of retirement, designed to help you grasp the key topics in planning your retirement financing.  Here’s a case study of how a client couple went about getting their retirement sorted…and how they used...