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,…
It’s not because people don’t want to invest, it’s simply because they’ve never managed to have enough money left over after paying for their lifestyle, bills and basic living expenses. There’s a trick to almost anything financial, and that’s being able to manage your cash flow and being in control of your money. It’s important,…
Most of us have financial hopes and dreams we’d reeeeeeally like to turn into reality. But that’s where it stops, with hopes and dreams! Usually because we don’t know what steps to take to turn those ideas into something more tangible, possibly even life changing. Hopes and dreams are a great discussion points when you…
Downsizing is not a dirty word… The government recently introduced the ‘downsizer contribution’ as one of a number of measures aimed at improving housing affordability; giving those 65 and over the opportunity to contribute up to $300,000 to superannuation after selling a qualifying property without standard contribution eligibility rules applying. The thing is there’s no…
Communication is key to all forms of success, particularly financial success! Recently I met with a husband & wife, in their home, thinking we were all on the same page…that we were having a conversation about how they could move forward over the next few years. Instead I walked into a hostile environment, with a…
Ever found yourself with good intentions..? You know, like when we’re planning to start, but it’s too darn hard to get started? Action is need but it’s easier not to start. It’s the same when people decide to do something about improving their financial situation. Not only can starting be hard to do, sometimes we…
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