In a recent post, I got fairly fired up about a 4 Corners episode which had explored the shortcomings of Commonwealth Financial planning and in particular one of its advisers. There had been little debate over the episode in any…
The recent Four Corners episode on Commonwealth Financial Planning prompted me to write this short piece. I even got sufficiently agitated to make this video http://youtu.be/VAevGu5lhis (more…)
This is Part 2 of a 2 Part Series. Read Part 1 here. In this second article I explore a few more "fear factors". 4. Fear of our own shortcomings One of the things about money, and personal finances in general,…
This is Part 1 of a 2 Part Series. Read Part 2 here. I have been wondering for some time why so many people seem to fear obtaining financial advice. In Australia less than 20 per cent of people have…
Many business people will at some time have committed to producing a formal business plan. Some of them will also have a personal financial plan. I advocate that EVERY business person needs 2 plans to adequately cover all of the…
At this time of year, with the end of financial year just around the corner, we're often asked by clients what they can do to minimise tax. There are number of key principles to bear in mind when trying to…