11 Apr 2013
In my first blog I discussed the questions you need to ask yourself to determine your goals. In my second blog I'll focus on how, in conjunction with your financial adviser, you can build a decision-making framework to achieve them.
10 Apr 2013
In my role as a Private Client Adviser I see and hear a lot of misunderstandings about the financial planning process. This ranges from the BBQ conversation about the "killing" somebody made on an investment, to the media suggesting their readers go in a certain direction, even though they are writing for the broad masses.
04 Apr 2013
If you have been watching TV lately you would have noticed an increased level of advertising for direct insurance. The need for personal risk insurance is extremely important, and these ads go a long way to increasing its awareness.
21 Mar 2013
So you've gone to the trouble of preparing your family budget – congratulations, you are now part of the 10% of all Australian families who actually have one!! What comes next?
20 Mar 2013
At risk of being shunned by my financial planning colleagues, I am about to reveal to you our magic trick…financial success will come from one fundamental rule – spend less than you earn.
19 Mar 2013
Self managed superannuation funds (SMSF) continue to enjoy significant growth, but why? Is it just so investors can control their own investment decisions or is there more to it?
14 Mar 2013
Portfolio diversification is one of the most fundamental and important tenets of modern portfolio theory.
13 Mar 2013
"Chinese jitters prompt $21b wipe-out" Sydney Morning Herald (SMH) 5th March 2013
09 Mar 2013
In the last of my blog series on bill paying, here are some tips on how you can be savvier in the way you approach money management.
08 Mar 2013
In the second part of my blog series on bill paying I discuss how you can get on top of your repayments.
07 Mar 2013
Buying a share in a company listed on the Australian Stock Exchange (ASX) means that you are a part owner in that company.
06 Mar 2013
One of the most common issues I come across with my clients is the issue of bills and cash flow. That is, simply having enough money to pay them and paying them on time.