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…
Life as a financial planner is never dull…every client is different and their circumstances are unique. Recently I met a couple who have very conflicting views on what should be happening with their finances after a recent windfall. Things have changed dramatically money wise; and those changes are causing massive stress and tension between them,…
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…
Recently a couple who are a couple of years from retirement came to see me. They wanted to know what they could do to improve their situation prior to retirement. The husband had an extremely unrealistic view of their situation; whereas the wife was extremely realistic about their limited resources and income. The husband shared…
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…
I’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…
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