Blog posts

Another inconvenient truth

04 Jun 2013

When your son starts asking why there's so many insurance ads on television you know there's an issue. I started looking out for them once he'd mentioned it.

Reason to believe

03 Jun 2013

"Seen a man standin' over a dead dog lyin' by the highway in a ditch He's lookin' down kinda puzzled pokin' that dog with a if he stood there long enough that dog'd get up and the end of every hard earned day people find some reason to believe"  Bruce Springsteen – Nebraska (1982)

Will the stock market always go up in the long term?

01 Jun 2013

With the Global Financial Crisis (GFC) still fresh in investors' minds, I often get asked, "how do you know the stock market will continue to go up?"

Downsizing - Can it be done?

23 May 2013

A number of my retiree clients ponder the issue of downsizing. Most tend to wax and wane but a few end up taking the plunge to move to something smaller.

When should you sell?

22 May 2013

Making the decision to 'sell' something is just as hard as it is to make the decision to buy an asset. Most of the advice which you will receive revolves around purchasing a particular investment but very little advice is given on when to sell an investment.

Neither a borrower nor a lender be!

21 May 2013

Wise words from William Shakespeare's Hamlet, but maybe we need to update it for the 21st century - "be not a borrower".

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.