May 13, 2019
Let’s assume for a moment you are aged 55 and meeting with a financial adviser for the first time. You plan to retire...
April 29, 2019
Often when I tell people I’m a financial adviser they ask me ‘what do you think the share market will do this year’ or...
April 15, 2019
Picture your retirement. You might see yourself spending time with the grandkids. Perhaps picking up a neglected hobby....
March 26, 2019
Most people intellectually understand inflation, but not emotionally. I often hear people say they received a pay rise...
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...