The need to be studious about our financial future never goes away and ASIC is pushing hard to help us all understand this. Advice is very important but so to is having a good understanding of what is being proposed.
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Instances of financial abuse of the elderly are on the rise. So how can you tell if your client is a victim, and what should you do if they are? There's increasing concern worldwide about the number of cases of older, vulnerable people losing their savings...
Introducing the ANZ Housing Search Index; a leading gauge for dwelling prices in Australia, constructed using Google searches. The index suggests Australia’s house prices may stabilise later this year, consistent with the message sent by auction clearance rates. It is early days, however, so we...
As financial advisers we are here to help you invest your money, grow your wealth, and achieve your lifestyle goals. But if you're in financial difficulty and struggling to make ends meet, a financial counsellor can help you get back on your feet. From time to time,...
It’s meant to be a time to kick back and pursue all those interests you put aside while you worked and raised a family. But increasingly, grandparents are being called on to fill the gaps in Australia’s formal childcare system while their adult children go...
Personal insurance premiums have increased significantly over the past 18 months, running the risk that cost-conscious consumers might consider cutting back their cover. Suddenly those quick, off-the-shelf insurance products advertised on TV look enticing. But simple is not always cheaper, the cover may be inadequate or,...
As technology advances and we become increasingly more connected, the risk of cyber crime and data corruption rises. Shareholders are seeking assurance that the companies they invest in are prioritising data and cyber security at a board level.Shareholders should – and are – becoming increasingly...
…and how you can bring them around Every parent wants the best for their children but kids often won’t listen to the wisdom of your experience, especially when it comes to money. Don't give up! Here are some of the common beliefs and misconceptions kids have...
Science reveals how our human-hardwiring can get in the way and cost us much more than we think. As humans we have changed a lot over time. Vast periods of time have seen us adapt and evolve—from hunting for food to ordering online and as our...
Many people over 50 are putting their skills and experience to work in their own businesses. Retirement is no longer the destination it used to be. If you’re like many Aussies who are heading into their later years after a lifetime of developing skills and expertise,...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.