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…
adminSeptember 11, 2017
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…
adminAugust 30, 2017
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…
adminJuly 20, 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 describe myself as a poor but enthusiastic golfer. There is nothing that I like more than wandering around a paddock in the sunshine attempting to hit a small, defenceless white ball with a tool that is ill-equipped for the…
adminJune 26, 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
On a recent trip to the UK I had to have a wry chuckle. (I'm allowed, I was born there). We were visiting lot of different scenic, historical and variously important sites. (Blenheim Palace, Chatsworth House, Chelsea Flower Show, Bourton-On-The-Water),…
adminJune 14, 2017
"It's only advice dammit, not holy decree!" - Paul Wright I once heard a story in connection with advertising "when the business owner was enjoying the good times he did not need to advertise, when he was experiencing bad…
adminJune 7, 2017