March 12, 2019
When meeting new clients one of the first questions we ask is what their goals are. We often hear that they want to...
February 26, 2019
A question we often get asked when we meet new clients is ‘how much do I need to retire?’. The short answer? It...
February 12, 2019
We spend a lot of time thinking about what can impact someone’s retirement. Most people are focused on the risks...
January 29, 2019
In the last few years there has been endless debate in my industry about how financial planners should get paid. The...
January 15, 2019
Retirement is a concept many people struggle to visualise on a day-to-day level, especially when planning years (or...
December 4, 2018
When talking to people about their financial situation, I often hear ‘I need to look at this more often’. But I’m not...
October 23, 2018
Most people aren’t aware of the fact that their superannuation fund has an earnings tax rate of 15% applied to the...
October 9, 2018
In preparing for retirement, a common strategy is to downsize the family home to a smaller and lower cost home. By...
September 25, 2018
I hate to be the bearer of bad news, but if you’re reading this article, on the website of a financial planning...
September 11, 2018
I heard a great quote recently: bad things come suddenly, good things take time. When I thought about it, I realised...