When Strategy Delivers…

Helping families secure their retirement always makes me happy. It’s about giving clients peace of mind, while using the right strategies to maximise outcomes and to minimise tax implications. Recently one family sold a large family home, finding themselves with around $1M of surplus funds to help fund their retirement. Because of their circumstances, we…

Why Who You Trust Is Important

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…

A Case For Personal Responsibility

There’s a thing called personal responsibility…I’m not sure everyone who should have met this concept has. The end of the financial year is fast approaching. Our clients had a time sensitive need that needed to be completed before the end of the financial year. And yet, despite repeated requests, we finally received a vital piece…

When Buyer Beware Needs To Apply

The amount of ‘free investment advice’ available on the internet and at BBQs boggles my mind. Sadly it’s often touted by people with no qualifications…selling ‘financial freedom’ rather than a specific investment…to people looking for a quick solution to financial pain. A client recently asked what I thought of an “opportunity” they’d come across. It…

The Reason We Do What We Do…

Has anyone ever asked you your reason why? Today it was asked at a meeting and made me reflect on why I do what I do. It started decades ago when I was in banking and realised there were some situations simple banking products couldn’t ‘fix’.¬†Some situations require much more than a simple bank account…