Blog posts

Part 2: Building the decision-making framework for your investment strategy

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.

Do you let your investments limit your goals, or make your goals dictate your investment strategy?

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.

Buyer beware – Protect yourself and your family

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.

Top 10 tips to take control of your lazy money

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?

The (not so) secret golden rule of financial planning

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.

Your SMSF. Your Choice

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?

Sectors of the Australian sharemarket

14 Mar 2013

Portfolio diversification is one of the most fundamental and important tenets of modern portfolio theory.

$21bn wipe out - please explain?

13 Mar 2013

"Chinese jitters prompt $21b wipe-out" Sydney Morning Herald (SMH) 5th March 2013

Part 3: How to be a savvy saver

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.

Part 2: How to get on top of your repayments?

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.

How do Australian shares work?

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.

Part 1: Pay your bills on time

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.