A client came to see me right after being told by her specialist nothing more could be done medically, it was only a matter of time. Even though it was our first meeting we were both in tears! She muttered “I hope you can help. I’ve been told by other planners there’s nothing to be…
DetailsThere’s nothing quite as stressful as the passing of a Loved One. It creates emotional turmoil and a lot of ‘stuff’ that needs attending to after they’ve gone. There’s a lot of ‘stuff’ you’ll need to know to help fill out all the forms that come with a passing. I knew most things, but when push…
DetailsI’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…
DetailsThere’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…
DetailsThe 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…
DetailsThere’s no better time than now to start sharing your dreams, it makes them so much more real! Today, a client was telling me of their goal of travelling Australia; it’ll be in a built to specification mobile home and they plan to be on the road by the end of 2021. Their face was…
DetailsThere’s time when family are frustrating…yeah, we love them, but sometimes we can borderline hate them! A client just shared her brother is being difficult…Now Dad’s no longer around to keep him in check they don’t know what to do! He’s occupying a property jointly owned by 5 people, he’s meant to have kept the…
DetailsKnowing your boundaries is an important factor in financial planning, this morning I had a person I know reasonably well call with a proposal to do something they thought made absolute sense. It did to a point, however they’re a blended family, complete with his and her kids…and his and her money. It wasn’t as…
DetailsHas 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…
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