Archive for: January, 2018

Whose Goals?

It is a pretty tough thing when you are sitting down with a client, and the conversation ends in tears. It happens more often than you might think.   On the latest occasion I was talking to a new client about what they were trying to achieve and why they had come to see us…

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On Advice

We call ourselves advisers, which means we provide “ADVICE”, but what is advice anyway? There are many professions who are in the business of providing advice, from doctors and dentists to accountants and lawyers, from engineers to motor mechanics, from architects to builders. We all get a lot of advice in our lives, some of…

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Doesn’t Anyone Understand Superannuation?

I am consistently amazed at the lack of understanding of the true nature of superannuation. I have written previously at length (see here), but following a couple of recent conversations I thought I should take the issue up again. The dictionary is not much help: Superannuated 1.┬áto allow to retire from service or office on…

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