The COVID pandemic has been awful for many around the globe. It has changed life as we have known it, perhaps forever. If you can put that aside, for investors, super fund members and homeowners, 2021 was about as…
Allan DunnFebruary 4, 2022
When to Sell “The markets are falling, when should I sell and cut my losses?” is a very common question in times like these. In fact, selling is exactly the opposite of what you should be doing as an…
Paul WrightApril 14, 2020
Its been a tough couple of weeks on investment markets. Fears about the impact of CVID-19 (or the much better sounding Coronavirus) are weighing heavily on sentiment, and as we speak International and Australian Markets have declined in value by…
Paul WrightFebruary 27, 2020
I have used business coaches for more than 30 years. Very few are currently engaged in my profession or businesses (they’re coaches, right? – in the business of coaching) Without exception, all of these coaches have added significant value to…
adminFebruary 11, 2018
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
Back in the day, there was a significant movement in the accounting profession which was commonly referred to as “value-based pricing” Some in that profession took this to mean that they no longer needed to worry about how much they…
adminSeptember 6, 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
I first met Keith (name changed to protect the guilty) about 5 years ago. He had recently moved to the area and was working part-time in a local retail outlet. His wife also worked full time in retail, but in…
adminAugust 23, 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