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…

When Details Count

Recently explained to a client the impacts of her proposed work practices on the future accrual rate of her Defined Benefit Super Fund. She’s had her super fund for around thirty years, but had no idea about the impacts of accrual rates and her level of workforce participation prior to retirement could have on her…

A Tale Of Two Plans…

There are so many different reasons people find themselves in a financial pickle; some are unlucky, while others find themselves victims of circumstance and poor planning. Others just don’t get around to starting to plan… I met two contrasting potential clients yesterday… One worked for a government department and had started planning for retirement early.…