For years I have been fascinated by this guy. I have written about him, presented about him, made videos involving him, read several books about him and watched lots of documentaries. I had the good fortune to see him and…
adminOctober 24, 2017
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,…
adminOctober 18, 2017
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
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