Achieving Financial Freedom
What does financial freedom mean to you? The ability to travel the world and build a dream home? Or to be able to enjoy a simple but active retirement, and support some good causes? We all have different desires and…
What do I really think about ‘The Barefoot Investor’? – by Steve May
If you’re in any way interested or concerned about getting ahead financially, it’s likely you’ve heard of the book called The Barefoot Investor. As a Financial Planner who works with many people on their budgeting, superannuation, investments and overall wealth…
Small Steps to Bigger Wealth
Renowned author Robert Collier once wrote ‘Success is the sum of small efforts, repeated day in and day out’. While this can be applied to any endeavor we set out upon, it is particularly relevant to wealth creation. Too often…
Free – Who Said Free?
We’re big believers that people should take the initiative to learn and educate themselves about financial matters. In fact we speak with many people about general financial concepts all the time – at no cost to them except their time….
No More Ethical Dilemmas For Financial Planners
It’s pretty common knowledge some financial planners – I stress some, definitely not all – have struggled in the past to put the best interests of their clients before their own. In the wake of the 2018 Royal Commission into…
What to look for in a Financial Planner
With all the recent noise surrounding the poor behaviour of the financial planning arms of the banks, one could be forgiven for wondering whether engaging a financial planner would be in your best interests. After all, the stories about the…
Budget is Not a Dirty Word
Many Australians struggle to manage their spending and it’s a common cause of stress. It’s also a common reason that people struggle to retire wealthy. The good news, though, is that with a little preparation and discipline it is possible…
The Prospect of Negative Interest Rates: Are We Doomed?
In an attempt to stimulate economic growth the Reserve Bank of Australia has slashed interest rates at an accelerated rate. With news headlines covering the prospect of negative interest rates, what does it mean? Who benefits and who loses? The…
Stick With It – The Secret To Developing New Habits
Did you know it is scientifically proven that it takes 66 days to create a new habit. Stating the obvious it’s not an overnight process. If you want to change a behaviour it’s important to know the time frame and…
Diversify Your Portfolio with Exchange Traded Funds
Exchange Traded Funds, or ETF’s as they are commonly known, have quickly become one of the most popular investments on the Australian Stock Exchange (ASX). While their popularity soars, exactly what an ETF is remains a mystery to some. In…
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