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Advice

AdviceBusiness

Last Minute Tax Tips

With the end of financial year approaching, here are a few last minute reminders which might jog your memory, and give you the chance to take action before its all too late on Monday 1st July. If you want any…
Paul Wright
June 19, 2019
AdviceUncategorized

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…
admin
February 15, 2019
AdviceUncategorized

Fee For No Service

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 service for no fees, i.e. offer a viewpoint in…
admin
February 1, 2019
AdviceAged CareUncategorized

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…
admin
January 30, 2019
AdviceBusiness

Customers Aren’t Rational!

Well not always. Photo by Brendan Church on Unsplash When I was a student (back before electricity) we learned much about Maslow's Hierarchy Of Needs as a mechanism to try to understand what makes people make decisions the way that they do. We…
admin
November 27, 2018
AdviceBusinessUncategorized

What’s it Worth?

A couple of weeks ago we ran out of water. Some of you may know that we live on a piece of paradise in the Southern Highlands which has only one disadvantage – no town water! Photo by Luis Tosta on Unsplash We…
admin
October 4, 2018
AdviceRetirement

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…
admin
September 26, 2018