Category Archive for "Financial Education"

The value of a human Adviser in a Robo-advice world

Mar 15 2021

Having listened to this TED Talk Daily podcast by tech journo Kevin Roose recently it was a timely reminder that an automated…

The right times for financial advice

Jan 20 2021

COVID-19 has created uncertainty everywhere and impacted not just our health but our wealth too. From millennials to retirees, we’ve had to…

Majority of working Aussies to benefit from personal income tax cuts

Dec 23 2020

Tax cuts proposed in the recent Federal Budget were passed in parliament on Friday 9 October, and you might see some of…

RBA cuts rates to just 0.1% and ramps up quantitative easing – but will it work

Nov 06 2020

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The RBA has cut the cash…

How to get your hands on the current opportunities?

Oct 28 2020

When managing your finances, as with most things, a good strategy always beats short-term tactics. But what predicates a good strategy? You…

Consistency is the key to long term success

Oct 12 2020

Over the last number of years I’ve been intrigued about what constitutes the best recipe for achievement and success. Having had experience…

How to Learn from the Past and Grow in the Future

Aug 26 2020

Coming to terms with the past makes us stronger. As humans, we live, we learn and when we’re in the right mindset,…

Why saving money isn’t enough

Aug 11 2020

As a financial adviser I’ve often encountered suggestions that the difference between being financially successful and not is your ability to save.…

Deferring Loan Repayments during the Covid-19 Pandemic

Mar 30 2020

It’s been a busy couple of weeks taking calls from clients wanting to discuss their options for deferring their home loan repayments…

Chasing Financial Fulfillment in today’s world.

Feb 15 2020

I recently read a great article by Joe Morgan CFP who is an adviser in the US on achieving Financial fulfillment. What…