Posts Tagged:Paul Wright

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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Legacy

Over the years I have had the great good fortune to see live performances by many of my musical heroes. Springsteen, Elton John, Neil Diamond, America, Rod Stewart, The Rolling Stones, The Eagles, Dire Straits, Status Quo, Deep Purple, James Taylor, Carole King, are just a few of the foreign acts, and of course Cold…

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9 Things Business Owners Forget But Shouldn’t

In business we all get very tied up in the moment, in pursuing the next sale or delivering the next order. It is very easy for us to forget at times (or choose to forget) some simple truths which remembering will help us to focus on what is important. Here are a few of my…

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The Next One

For years I have been fascinated by this guy. I have written about him, presented about him, made videos involving him, read several books about him and watched lots of documentaries. I had the good fortune to see him and the Stones a year or two ago, and they, and in particular Keith, were in…

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Your Dad Told You

Your home is the best investment you will ever make, didn’t he? I know mine did. Let’s get this straight, your home is not really an investment at all. It produces no income, and whilst it may appreciate in value, that value can only be realised by selling. It is likely you will be buying…

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I don’t need financial advice, I haven’t got any money!

The conversation went like this: “I don’t need financial advice, I haven’t got any money” “Why?” “Because I haven’t got any money” “No, I heard that, but why haven’t you got any money?” “Well…..”   “Would you like some help in taking control of your financial world so that you can achieve your goals, whatever…

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Value Is In The Eye Of The Consumer – Beware, the Advice Professions

Back in the day, there was a significant movement in the accounting profession which was commonly referred to as “value-based pricing” Some in that profession took this to mean that they no longer needed to worry about how much they could charge a client, it was all going to be taken care of by convincing…

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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 a client standpoint, is that unless they have money to invest or want some life…

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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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