Over the last few weeks we have been working closely with our advisory clients assisting them with end of financial year tactics. I provide a list below of some of the tactics that we have been implementing. It is worth taking a couple of minutes now to see if you can benefit from any of …
The Productivity Commission released its draft report this week into the efficiency of the Australian superannuation system. Its findings are concerning, and all Australians must take an active role in choosing the most appropriate superannuation fund for them. If you don’t, the Productivity Commission suggests it could cost you between $61k and $407k, depending on …
Over the past few weeks my new book (Investopoly) has attracted a bit of media attention and I wanted to share this with you. I have been discussing the framework that I have been using for over 20 years to help people invest successfully. The truth is that investing successfully is easy. All you need …
I recently asked my blog subscribers to share their financial life hacks. This includes any ideas, strategies, products, business or apps that you use to help you save money, organise your financial arrangement or just make life easier. I have provided an edited list below (removed repeat entries and any investment advice). I would like …
I know. You have probably seen lots of news about the Royal Commission and the financial advice horror stories. I don’t plan to rehash anything that’s already been said. The only thing I will say is that the publication of these horror stories is a very positive thing. At a minimum, it encourages people to …
I am a big believer in having balance when it comes to managing money. That is, it makes no sense saving ever dollar and always “going without”. After all, none of us know how much longer was have on this planet so we must make the most of every day. However, by the same token, …
The below video is a recording of my live-stream book launch I conducted on 4 April 2017. To learn more about the book, click here. To buy your copy of Investopoly, go here.
We have all read the horror stories in the newspapers or seen them on television: Mum and Dad put their trust in a financial advisor. The advisor ‘sells’ them an investment that paid him a substantial commission. The investment was poor quality. Mum and Dad subsequently lose their life savings and the advisor goes unpunished. …
The best way to define investment risk is the probability that your investments do not achieve the desired investment returns. What if there was a way of guaranteeing returns i.e. reducing the risk to zero, you would be interested, right? Unfortunately, you can never reduce the risk to zero, but you can dramatically reduce risk …
It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. “who doesn’t need a financial plan” is to discuss what’s involved in a plan and then you can draw your own …
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