Last night I was speaking with a client, they were happily telling me they’d recently updated their Will, then they proceeded to tell me how their assets were to be distributed to their partner and their son on their passing. For some reason the solicitor she’d used had included her super in the Will. Superannuation…
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…
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…
Knowing 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…
A prospective client called recently, asking did I know anything about Centrelink rules and what the impacts could be on her situation. Turns out I know quite a bit about Centrelink’s rules. I’ve been creating Centrelink effective strategies for more than 20 years now. What the client was proposing would have left them at risk…
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