Blog posts

Four money lessons to teach your spending teenager

20 May 2013

I was quite fortunate when I was growing up to have a father who taught me about the value of money. I would never admit to taking all of his advice on board, because as a teenager at the time I knew everything...

Are you thinking of helping your children buy property?

16 May 2013

With ever increasing property prices in Sydney, a question I am hearing more and more often from my clients is "how can I help my children buy property?".

To Gear or not to Gear

13 May 2013

'You need to borrow money to make money'. This is a common phrase when it comes to investing or wealth accumulation. Unfortunately it is bandied around all too often and flippantly used within the financial services industry.

Coping with the 24 hour news cycle

07 May 2013

Billions wiped off the market in trade this morning! Greece heading for disaster has Eurozone on the brink! Soaring Aussie dollar signals the death knell of the mining boom!

What to look for in a financial adviser

07 May 2013

I am pleased the financial planning industry is undergoing some welcome and much needed change.

A little secret

01 May 2013

I'll let you in on a little secret - I don't know when the market will turn.

What makes a successful investor?

01 May 2013

Despite the popular perception there is no magic recipe to be a 'successful investor'. Like everything in life worth achieving, it takes time, patience and discipline.

Don't bite the hand that feeds us

30 Apr 2013

There is a budget and an election campaign coming up. It would serve us well to remember where the money being dished out comes from. There was an article in the Chicago Tribune a number of years ago that is still true today. Our legislators and the voting public often lose sight of where government revenue comes from.

Where there is a Will there is a Way

24 Apr 2013

Estate planning ensures your lifetime's work is passed onto the people you choose. Yet many people either do not have a Will or have one which no longer reflects their current circumstances.

Urgent – In Strictest Confidence

24 Apr 2013

We have all had them - those letters from Nigeria where the poor writer of the letter is desperately trying to get millions out of the country and needs our help. All you need to do is hand over your bank account and contact details and in return you will get 20% of $50 million for your help!

You have to be in it to win it!

24 Apr 2013

There's no such thing as a free lunch in business—but diversification offers the closest thing in investment.

Six Ways to Avoid Financial Disasters

23 Apr 2013

For the most part, the period since the Global Financial Crisis (GFC) has been characterised by years of market volatility, and with 'risk aversion' the dominant theme across the globe. We only have to look at bond yields to know that investors have craved capital security, regardless of return.