We believe financial advice is essential for Australians looking to build wealth and reach their goals, whether in the early stages of their career or during retirement. Financial advice adds tangible improvement to client outcomes, through suitable asset allocation, cost-effective implementation, and spending strategies. Not to...
In my five-year study of the habits of the rich and poor, I discovered that luck plays a critical role in determining success or failure. In fact, 87% of the rich in my study admitted that good luck, or unexpected good consequences, made it possible for...
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property terms, this means a property that best suits your circumstances and lifestyle. What is rightsizing? While upsizing and downsizing are largely focussed...
Let’s face it, while we want to be living our best lives, it is only too easy to get bogged down by the daily grind. If you are one of those who tends to put off financial admin tasks – read on as the boring...
When it comes to money, what we don’t know can hurt us. I’ve seen this truth play out time and again when people tell me they want to get serious about their finances. They want to invest. They want to make plans for the future. “Great,” I’ll say, “so...
Australia is becoming a more litigious society with more people considering suing and more lawyers opting to take on their cases for no upfront fee. While the number of lawsuits in Australia is growing, we're still a fair way from the situation in the USA, where...
There's a common saying that you should ‘begin with the end in mind’ - this is especially true for property investment. The problem is that too many investors begin their investment journey without considering what will be the best ownership structure. Without much thought to it, they put...
It’s quite common for one spouse to assume the primary responsibility for managing household finances. Naturally, if one partner possesses a natural inclination or proficiency in financial matters, it’s logical for them to take charge. While it may seem convenient for one spouse to handle these affairs,...
The maths behind financial independence is incredibly simple. But, if that's the case why do so few Australians achieve financial freedom? It’s not for the lack of knowledge – there are so many money blogs, videos, and podcasts out there. Instead, it’s a combination of our mindset, habits,...
Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major financial asset, is also one that many people believe should be either kept in the family or its value preserved...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.