August 2017

Advice Planning Uncategorized

What Price Financial Advice?

There are lots of misunderstandings when it comes to the advice that financial advisers can offer. At the heart of the misunderstanding is the misconception that financial advisers only “sell” investments or life insurance. The natural progression of this from…

adminAugust 30, 2017

Retirement Superannuation Uncategorized

Winding Up a Self-Managed Super Fund

I am often asked, “What Do I Need To Do to Close the (choose your expletive) Down?). This is not a complicated process, though those with a vested interest (think those who set it up in the first place) may…

adminAugust 25, 2017

Advice Uncategorized

On The Value of Advice – It’s A Funny Old World

I first met Keith (name changed to protect the guilty) about 5 years ago. He had recently moved to the area and was working part-time in a local retail outlet. His wife also worked full time in retail, but in…

adminAugust 23, 2017

Investments Uncategorized

It’s All In How You Tell It

I was reading a stock market report the other day when the journalist reported somewhat breathlessly that approximately $15 billion had been wiped off the value of the stock market today. When we looked at the actual numbers it worked…

adminAugust 17, 2017

August 2017

What Price Financial Advice?

Winding Up a Self-Managed Super Fund

On The Value of Advice – It’s A Funny Old World

It’s All In How You Tell It

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