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best financial advisor in wollongong

InvestmentsUncategorized

The Market is Very Smart

At barbecues, I often get asked about the latest hot stock pick, or what I think about this bank or that mining company as an investment. Aside from not viewing my works as merely being about investments, the truth is…
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February 26, 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…
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February 15, 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…
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January 30, 2019
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…
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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…
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September 26, 2018
Business

Only Value Is What You Can Charge For

Most days, I go for a walk along Wollongong's Blue Mile around lunchtime. As well as taking time out of the office to reset (which we might talk about in a future article), it also gives me pause to reflect…
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September 11, 2018
Advice

One Slip Can Be Costly

Josh and Katie have put their house on the market, not because they want to, but because they have to. They are moving in with Katie’s parents with their twin boys Jye and Jack and their dogs. It's going to be…
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August 28, 2018
AdviceBusiness

You’re Not Selling Time

In many service-based businesses, in the trades, in the professions, or in any business where the labour of a human is involved in the delivery of the service, there is often the notion that the person delivering the service is…
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August 22, 2018