Today I proudly received my official CFP® certificate, recognising my commitment to education, experience and ethics in financial planning. The CFP® designation represents the pinnacle of the financial planning industry and is recognised in 26 countries. Being a member of Read more…
I recently saw an article talking about a resource stock which had risen from $0.14 three years ago to $4-something today. They touted that you could have grown your investment over 30 times if you had invested in this company. Read more…
We are often faced with ethical dilemmas in the advice business, juggling the competing goals of clients, regulators, licencees and ourselves. When these issues arise, it’s important to explore the different conflicts and options available to resolve the conflicts as Read more…
If you want to get involved with bitcoin or cryptocurrency trading, use money you can afford to lose – rather than risking your retirement nest egg.
YouTube recently suggested the below video to me. The beginning is a little political and there are a lot of points that could be unpacked, discussed and debated in more detail. That said, there were two key points that stood Read more…
Today I was awarded with the Living the Values award for ANZ Financial Planning in Victoria & Tasmania. This award reflects our cultural values of; energised, accountable and caring, and one team. These are overlayed on the broader ANZ cultural Read more…
Most people struggle to quantify how much money they will need in retirement or how much they need to be doing in order to prepare for a comfortable retirement. It's not particularly difficult to work out but most people haven't Read more…
In a recent article, the founders of the First Home Buyers Australia made their case for re-introducing the First Home Saver Accounts (FHSA) and proposed some tweaks to the original system to encourage a greater take up of these accounts. Read more…
This week I attended a cash flow and debt management masterclass as part of my continuing professional development. These are areas that I am passionate about and two areas that are often neglected by clients despite being foundational to long Read more…
I've been thinking recently about what traits I have that people perceive as me being intelligent. These reflections started after a person said to me, "You're not as smart as you think you are!" Truth be told, I think I'm Read more…