Recently I met new clients, they were openly critical of their previous planner not telling them about all the ongoing fees they’ll be charged. Hearing this sort of feedback, about unscrupulous people still operating in my industry, made me feel physically ill! As we talked, I realised the biggest hurdle would be to work to…
Yet another phone call from a tele-marketing agency has caused me to ponder why…? Why is it, providers are willing to spend time and money to make outbound, cold calls in an effort to sell their product, but won’t share their business contact details? They ring from unlisted or hidden numbers, meaning it’s not possible…
Twice this week I’ve had conversations with men who, after reading books by Tony Robbins and Scott Pape, believe they know enough to have developed strong ideas on investing for their futures. Both favour property without due consideration of what could go wrong. And absolutely no understanding why, by having all their loans at the…
It never fails to amaze me how many families think it’s fine to help Mum or Dad divest themselves of assets, particularly when it comes time for the parent to move to permanent aged care. Yesterday I spoke with a man about his mother’s plans. Apparently Dad, when he was alive, wanted the kids to…
There’s nothing as frustrating as having someone upset your plans…today it happened to me, and I did it to a prospective client. Taking an 84-year old client to the bank to confirm her identity should’ve been easy…it wasn’t. We’ll be attending the bank again tomorrow to resolve the issue. Then it was my turn to…
Many people think financial planning is only about money and having enough to retire on. Yet there are so many other things a financial planner can bring to the table, especially if they take time to fully explore and understand your situation. Recently I’ve been asked by three different clients to do specific things and…
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