The Money Plan Everyone Needs

Keep reading to find out how you can save 30%! All of us are living different lives but we also have many things in common. When it comes to money there are a few key things we all need to be on top of: Know where your money is going One of the traps many […]

Do you ever feel like you should be further ahead when it comes to your finances? It’s probably the most common thing people say when I first meet them. There’s almost a feeling of embarrassment that they don’t have more to show for all the money that’s passed through their hands. And yet, I see […]

You may never have realised it, but as you’ve gone through life you’ve been predicting the future along the way… and in many cases, you’ve probably been quite good at it. Think about it for a moment… When you choose to go out somewhere, you would normally be doing so because you’re predicting you’ll have […]

It’s the time of year when you’ll often see or hear parts of Charles Dickens’ A Christmas Carol and the story of his ghosts of Christmas past, present and future. It’s a story that could easily be adapted to your financial life, so let’s see how each of these “ghosts” can help you create a […]

In my years of experience of helping people with money, there is one big question that stands out as the one that people really want the answer to: How do I not run out of money? People don’t necessarily ask me that question in those exact words, but when you combine all their questions, they […]

Are you a retiree or nearing retirement? (You might also know someone in that boat who would benefit from reading this.) If so, you’ve spent your entire working life hoping to get to this point… the point in your life when you can afford to stop working. You may have a problem though, and you […]

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 […]

As the old saying goes, “Life is what you make it”. And that is certainly true when it comes to money. I want you to take 5 minutes right now to think about what you want the rest of your life to look like… What would you like to achieve in the next 12 months? […]

I often have people come to see me who have a goal of saving or investing money for their kids. The reasons vary… sometimes it’s with a view to paying for their education, in other cases, it’s with a goal of helping kids buy a house in the future. Or it may just be to […]

For most of us, Easter is a time to have a break and hit the pause button after getting the first stage of the year out of the way. For many, it’s a chance to have a holiday, particularly this year when there’s the opportunity for a 10-day break using only three days of annual […]