2020 Vision
Three-quarters of 2019 has now passed us by. Incredible! To the frustration of my wife, I’m a fan of just about every sport and I find the calendar dominated by following the various festivals of sport that happen here and around the world. By the time the footy grand finals roll around, I know I’m […]
I find that when it comes to money, people are either a Gunna or a Doer. Most people I come across say they want to save for the future, they want to do something about their mortgage and their super, they want to plan for the future, they want to start investing, they want to […]
I’m on a mission to help everyday Australians take control of their financial futures and get on the path to the financial freedom they deserve. Together with Amanda Gleeson from Compari Finance, I’m putting on a free event later this month and I’m looking for a certain type of person to attend… I’m looking for […]
Life is all about choices and when it comes to things financial, many Australians are choosing to pay more than they need to… are you one them? If so, what will it cost you down the track? In my almost two decades in the financial services industry, I’ve seen the damage done by these choices […]
I was reading the local paper the other day and the front-page story was simply titled, ‘UP STYLING’, a story about homeowners spending thousands of dollars on property stylists to spruce up their houses for sale. My wife and I used a property stylist to furnish a property in Melbourne which we were selling a […]
One of the great experiences of being a financial adviser is when you can create change in the financial futures of an entire family. That’s what has happened recently with the Broad* family. I initially met with Stephen and Sue earlier in the year as they wanted some help with what to do with their […]
I was asked recently about how financial advice helps people and so I thought I would start sharing a few examples of how the advice process works and how it helps people… Matt* and Megan* came to see me recently after attending a seminar I held. Matt works full time in mining and Megan works […]
My favourite part of my job is opening people’s eyes to how the financial system is often taking them for a ride and then helping them do something about it! When it comes to people needing help with seeing the reality of the situation, the numbers are startling. Deloitte Access Economics and comparethemarket.com.au surveyed 3,000 […]
There are three huge mistakes so many Australians make when it comes to managing their financial futures… let’s run through them. FAILING TO PLAN Most people would be happy to pay less tax AND be able to retire earlier… yet most never get around to coming up with a plan to make it happen. As […]
In sporting terms, finding another gear means to suddenly achieve an extra burst of athletic performance. What if there was a way you could find another gear when it comes to your financial performance? There is! And funnily enough, it’s called gearing. Gearing is simply another term for borrowing to invest. We’re often led to […]