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.
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.
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.
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.
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.
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).
12 Sep 2013
In my previous blog, I suggested that renting and investing could be a better financial option than buying a home outright.
11 Sep 2013
Are you still waiting for Mr Right to come along and make you financially secure?
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.
14 Aug 2013
I love financial planning. You can actually assist people meeting their needs and goals. There is a personal satisfaction in seeing others live their life they want to. It is why I believe I have the best 'job' in the world.
13 Aug 2013
The relationship status of my clients can change. Sometimes it's due to a relationship breakdown, other times it can be the death of a partner.
30 Jul 2013
Imagine being able to spend a day in Angelina Jolie's shoes – a life filled with wealth, movies, fashion, working with the UN, looking after a brood of children and to top it all off having Brad Pitt as a partner! A wonderful thought but what if it was the day she realised her best option was to have a double mastectomy due to a family history of cancer?