Blog posts

Protect yourself while helping your adult children

06 Dec 2013

As parents much of our time, energy and money is directed towards ensuring our children have the best possible start in life, as well as providing them with the means to become productive members of society.

Women and the retirement challenge

02 Dec 2013

How often do you stop and think about your future financial needs?

Self Managed Super Fund – is it really for you?

15 Nov 2013

Self Managed Super Funds (SMSF) currently comprise about one third of the $1.5 trillion superannuation sector - making it one of the hottest topics in finance at the moment. People are flocking to this sector in droves, often with limited understanding or knowledge regarding what is required to run their own superannuation fund.

You can’t turn back the clock!

13 Nov 2013

If you're like most people, chances are you will only seek financial advice when there is a specific need in your life. This is often triggered by an event or a change in your circumstances such as receiving a redundancy, an inheritance, going through a separation, deteriorating health or perhaps the realisation that retirement is just around the corner.

The pitfalls of moving overseas with a Self Managed Super Fund

10 Nov 2013

If you have a Self Managed Super Fund (SMSF) then like many trustees the chances are you are probably unaware of a rule which requires what is known as the central management and control of your SMSF to be conducted within Australia.

Can you keep the farm in the family?

23 Oct 2013

Many third and fourth generation farmers aim to pass on the family farm to their children just as their fathers, grandfathers and great grandfathers did before them.

Anti-detriment payments: How your family can claim back your superannuation taxes

10 Oct 2013

​I hate talking about morbid subjects such as death, however, having recently helped a client's family, I want to discuss a little known strategy called 'anti-detriment payments'. This strategy can help your family and increase the value of your estate.

Are you the ‘perfect player’ in your industry?

24 Sep 2013

Whether talking about sport or industry, the qualities that make a perfect player or employee (whatever level you are at, from beginner to CEO) are the same.

Part 3: Which is better for financial freedom - buying a home or renting and investing?

16 Sep 2013

​I have a 'friend' who was very, very lucky that his mother was willing to assist him in getting a financial headstart (thanks, Mum). My friend was also very lucky that the father of his girlfriend at the time was also very helpful with financial advice (thanks, Charlie).

Part 2: Which is better for financial freedom -buying a home or renting and investing?

12 Sep 2013

​In my previous blog, I suggested that renting and investing could be a better financial option than buying a home outright.

How to grow your wealth if you forgot to marry well – one for the ladies

11 Sep 2013

Are you still waiting for Mr Right to come along and make you financially secure?

Part 1: Which is better for financial freedom -buying a home or renting and investing?

02 Sep 2013

​It used to be the 'Great Australian Dream'.... finish school, build a career, meet the love of your life, buy a home and start a family.