Your plan, in your hands

Build the plan that makes work optional

Financial independence isn't a mystery — it's a map. Sort what you own, name the income you want, and watch the one number that matters come into focus.

1
Map your world
Everything you own, sorted into four honest buckets.
2
Find your GLOW number
The income you want, turned into a nest-egg target.
3
Bridge the gap
Grow the Own bucket until the distance disappears.
4
Review you're on track
Revisit each year so the plan keeps pace with your life.
Prefer to do it live?

Skip the theory — build your plan with your own numbers

The interactive worksheet lets you add what you actually own, watches it sort into the four buckets, and shows your real GLOW number and the gap to bridge — updating as you type.

Interactive worksheet
Build your own live GLOW plan
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1
The four buckets

Everything you own does one of four jobs

Lifestyle keeps you comfortable. Nest-egg sets you free. Active builds fast. Foundations keep it all standing.

L — Live · Lifestyle
Fun, but they cost to keep

Home, car, boat, holiday house. If this is all you own, you'll have to work forever to feed it.

Home · Car · Caravan · Holiday home
O — Own · Nest-egg
They pay you to exist

Positive cashflow without your time. Step away for a year and they keep paying. This bucket buys back your work.

Shares · Index funds · Super · Investment property
G — Generate · Active

The wealth builders. A business or geared property that needs your time or money. Faster growth, higher risk — handle with strategy.

Foundations

So it can't collapse. Insurance, a current will, power of attorney. If life goes sideways, your whole world doesn't fall in with it.

2
The one number that matters

If you were free right now, what would you want to live on?

To pay for life / year $90,000
Nice things / year $30,000
Nest-egg today $650,000
You want $120,000 a year — your GLOW number is
$3,000,000
22% there · gap of $2,350,000 to bridge

"$90k for life plus $30k for the good stuff is $120k a year — a $3,000,000 GLOW number. With $650k already invested, the bridge left to build is $2,350,000."

A worked example
The question behind it all

How much money do you need to retire in Australia?

The honest answer is a multiplication, not a mystery: the annual income you want × 25. That's the maths behind the 4% rule the FIRE movement runs on — in FIRE language it's your FIRE number; here we call it your GLOW number, because it's about finding your enough, not your maximum. Income of $60,000 a year points to roughly $1.5m; $120,000 points to $3m — and super plus the eventual Age Pension usually mean you need less outside super than the raw number suggests.

Want to pressure-test it? See how long your savings would last at different draw rates, or read the full guide to how to retire early in Australia.

3
Ways to bridge the gap

Five levers that grow the Own bucket

You don't need all of them, and you don't need them at once. Most journeys to a GLOW number are built from a few of these, repeated patiently for years.

1
Take control of your cashflow

Your surplus is the fuel for everything else. Know what comes in, what goes out, and make sure every spare dollar has a job — automatically moved to building wealth before you can spend it.

2
Invest the surplus, consistently

Drip money into low-cost, diversified index funds every payday — the same amount, rain or shine. This is dollar-cost averaging: you stop trying to time the market and let time do the work instead.

3
Make super do the heavy lifting

Super is usually your most tax-effective nest-egg wrapper. Using more of your yearly contribution cap — where it suits your situation — can grow the Own bucket faster than the same dollars invested outside it.

4
Consider property for growth

An investment property bought for long-term capital growth can accelerate the plan — historically doubling over roughly 15 years. It's an Active asset though: more risk, more moving parts, and it needs a clear strategy.

5
Protect what you're building

The fastest bridge is worth nothing if one bad event washes it away. The right level of life, income protection, TPD and trauma cover — plus a current will — keeps the plan intact when life doesn't go to plan. Often it can even be funded from super to protect your cashflow.

4
Review, don't set-and-forget

Check you're still on track

Life changes — your situation, the markets, the rules, and your goals. A plan you never look at quietly drifts. Reviewing at least once a year compares where you should be with where you actually are, so you can adjust early instead of finding out too late.

Your on-track scoreboard
Overall: On track ✔
Nest-egg growth
Building ahead of the target curve
Ahead of plan
Super contributions
Using the cap most years
On track
Cashflow surplus
Some months the surplus slips
Needs work
Insurance / foundations
Cover matches the situation
On track
Will & estate plan
Not yet in place
No progress
Ahead of plan On track Needs work No progress
Once a year, minimum
Put a recurring date in the calendar to revalue every bucket and re-run your GLOW number.
And after big changes
A new job, baby, inheritance, move or market swing all shift the plan — review sooner.
Adjust, don't panic
Small, early corrections beat dramatic ones. Being "behind" is just the next thing to fix.

You've got the map. Want a guide?

Everything here is yours to run with. And whenever you'd like a friendly second opinion on your numbers — or just someone to think out loud with — we're always happy to talk it through. No pressure, no pitch.

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General information only — it doesn't consider your objectives, situation or needs. Consider advice from a licensed AU adviser before acting.