Some little time go I had a fairly veiled rant about the focus of media attention on the short-term movement in investment markets. I thought a few pictures might amplify, so I took to the stocks app on my iPhone.…
Paul WrightAugust 17, 2022
You may not have thought of this but like many of you not only am I a financial adviser, but I also operate a small business. Like most small business owners I spend a great deal of my working life…
Paul WrightOctober 17, 2019
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…
adminSeptember 26, 2018
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…
adminJune 29, 2018
“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…
adminJune 12, 2018
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…
adminJune 8, 2018
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
I am consistently amazed at the lack of understanding of the true nature of superannuation. I have written previously at length (see here), but following a couple of recent conversations I thought I should take the issue up again. The…
adminJuly 5, 2017
I keep banging on about the need to start NOW – see articles here and here for examples of my rants. To reinforce the point, I want to remind you of something you probably learned in High School. It is what…
adminJune 22, 2017