Posts Tagged:Financial Advice

In Defence of Financial Advice

Once again the commentary around the findings of the Royal Commission Into Misconduct In The Banking Superannuation and Financial Services Industry has been on my mind. Like most, I have watched, listened to and read mountains of information from a range of sources, some well-informed, some not. Let it be said that I agree with…

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Advising Dead People

As we wait for Royal Commission into misconduct in the Banking Superannuation and Financial Services industry (to give it it’s full title) to hand down its findings, I wanted to provide some advice to dead people. Well, not really, I wanted to shed some light on this issue which seems to have raised the most…

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Is it time for some February Resolutions?

As the month of January draws to a close, the Christmas festivities fade in the memory, and the excesses of the season slowly work their way (too slowly!) off the waistline, I thought it opportune to write about setting goals, and why New Year Resolutions don’t really work. Photo by Samuel Zeller on Unsplash There is lots of…

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Freedom Of Choice

We recently had the opportunity to meet with Bob and Carol, who came to see us to explore what their situation would look like if they were to sell their home and move into an independent living unit in a local retirement village. Photo by Jens Lelie on Unsplash They really felt they were in a position where…

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Only Value Is What You Can Charge For

Most days, I go for a walk along Wollongong’s Blue Mile around lunchtime. As well as taking time out of the office to reset (which we might talk about in a future article), it also gives me pause to reflect on how fortunate we are to have this asset on our doorstep. The walk itself…

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One Slip Can Be Costly

Josh and Katie have put their house on the market, not because they want to, but because they have to. They are moving in with Katie’s parents with their twin boys Jye and Jack and their dogs. It’s going to be a long year. Josh is a chippy, a carpenter who built their house with his…

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Life After Business

I was talking to my mate Derek the other day (if you haven’t met Derek, I first introduced him here) Like me, Derek has been in business for himself for most of his working life. We were discussing what we might do once we retired, and to be honest, both of us were struggling to…

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Can I Afford To Retire?

“Client: “Can I afford to retire?” Me: “How Much will you need to live on in retirement?” Client: “Dunno, how much do other people need?” Me: “I’ve heard everything from $40,000 p.a. to $200,000 p.a.” Setting realistic retirement goals is one of the hardest parts of planning for retirement, but is something you can’t take…

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A Simple Wealth Accumulation Strategy

In my role as a financial adviser, perhaps the most common question I am asked is ”what do I need to do?” My inevitable reply is usually something like – “To achieve what?”. “Why, to get rich of course” “What does Rich mean to you?” And so it goes. Of course, what is normally being…

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Who Doesn’t Need A Coach?

I have used business coaches for more than 30 years. Very few are currently engaged in my profession or businesses (they’re coaches, right? – in the business of coaching) Without exception, all of these coaches have added significant value to me and my business. The very best of them have changed the way I think…

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