I was having a conversation with a client the other day who was feeling nervous about the state of the share market. This guy has been a client for many years so is quite experienced in terms of the ups…
Paul WrightAugust 23, 2019
Nobody likes a budget, in fact, in my experience, a major reason why people are reluctant to seek the services of a financial adviser is that they are fearful of have a budget imposed upon them. In addition, the hardest…
Paul WrightMarch 29, 2019
I am writing this article on our way to our happy place in the South Island of New Zealand. This must be our tenth or twelfth visit to this region, but it has been nearly three years since we have…
adminMarch 12, 2019
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…
adminFebruary 26, 2019
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…
adminFebruary 15, 2019
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…
adminJanuary 30, 2019
As the month of January draws to a close, the Christmas festivities fade in the memory, and the excesses of the season slowly work their way (too slowly!) off the waistline, I thought it opportune to write about setting goals,…
adminJanuary 30, 2019
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…
adminSeptember 26, 2018
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…
adminAugust 28, 2018