Welcome to XLPlanners

Game of Money

We use the four bases of a baseball diamond as an analogy for the Game of Money to help describe the different stages of a person’s financial life. Most people say they would love to have the family home paid off with a nice nest egg to enjoy in retirement – but fail to get there. Research recently conducted in Australia found:

  • 72% of retirees live on a government pension
  • Age Pension – for a couple $ 33,982.00pa & a Single $ 22,542.00pa
  • Median Assets for a retiree is $30,000
  • Only 10%, of people have investment assets of more than $500,000