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ISSUE 125                                                                                NOVEMBER 2025





            HANGING UP



            HIS BOOTS




            AT 95




            BUFFETT’S

            TIMELESS


            INVESTMENT


            PRINCIPLES







                                    BY WEALTH ADVISER

                                    Introduction: Buffett’s Unique Legacy at 95
        INSIDE                         At the age of 95, Warren Buffett stands as an unmatched figure in the world of invest-

        1   Hanging Up His Boots at 95:   ment—a “flawed genius” whose wisdom, resilience, and humility continue to shape financial
           Buffett’s Timeless Investment   strategies and client outcomes well beyond his formal retirement. As he steps down from
           Principles               decades at the helm of Berkshire Hathaway, Buffett’s final lessons offer retail clients and
        4   Sequencing Risk in Retirement:   advisers alike a rare blend of practical discipline and philosophical insight. His journey,
           How Smart Strategies Can   marked by market-beating returns, an unwavering focus on simplicity, and candid reflec-
           Safeguard Your Super     tions on luck and fallibility, provides a foundation for those seeking enduring principles in
        6   Meeting Meaning with Money:   wealth management.
           Generational Shifts and     Buffett’s last letter and related commentary highlight the importance of remaining
           Practical Strategies for Savvy   grounded, of “hanging up his boots” with gratitude, humour, and optimism. His legacy
           Spending
                                    bridges investment expertise and life wisdom, challenging us to view success through both
        8  Q&A: Ask a Question      the lens of financial discipline and the prism of personal humility.

         BEFORE YOU GET STARTED
            This Wealth Adviser publication is published by Wealth Today Pty Ltd   Information in this document is no substitute for professional financial
         (AFSL 340289), Sentry Advice Pty Ltd (AFSL 227748), Synchron Advice   advice.
         Pty Ltd (AFSL 243313) and Millennium3 Financial Services Pty Ltd (AFSL   We encourage you to seek professional financial advice before making any
         244252) and contains general and factual information only.  investment or financial decisions.
           Before acting on any information contained herein you should consider if   In any circumstance, before investing in any financial product you should
         it is suitable for you. You should also consider consulting a suitably qualified   obtain and read a Product Disclosure Statement and consider whether it is
         financial, tax and/or legal adviser.                   appropriate for your objectives, situation and needs.
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