Tag

financial planning

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
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
AdviceBusiness

The Other Person In The Room

When you have a conversation with a business owner, it is vital to consider the other person in the room – the business.   The business is a very demanding person, both of me as an adviser, and as a…
admin
March 8, 2018
AdvicePropertyUncategorized

Your Dad Told You

Your home is the best investment you will ever make, didn't he? I know mine did. Let’s get this straight, your home is not really an investment at all. It produces no income, and whilst it may appreciate in value,…
admin
October 18, 2017
AdvicePlanningUncategorized

What Price Financial Advice?

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…
admin
August 30, 2017
AdvicePlanningUncategorized

On Advice

We call ourselves advisers, which means we provide "ADVICE", but what is advice anyway? There are many professions who are in the business of providing advice, from doctors and dentists to accountants and lawyers, from engineers to motor mechanics, from…
admin
July 5, 2017