Blogs List

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Test Drive Your Retirement

March 24, 2022

Test Drive Your Retirement

When people buy a car, they usually spend time considering their decision. They don’t just go and buy the first one they see. Instead, they think about their family’s needs and wants and what purpose ...

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Listener Questions: Life and TPD Insurance Inside Superannuation

March 22, 2022

Listener Questions: Life and TPD Insurance Inside Superannuation

Our listener question today comes from Collette, who would like to know more about the benefits and limitations of Life and TPD Insurance that is included in some super funds. 

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How to Convince Your Spouse to See a Financial Adviser?

March 17, 2022

How to Convince Your Spouse to See a Financial Adviser?

​A while ago we had got some feedback from a listener who said she is loving the podcast (thank you!) and is now listening to all the episodes starting from the very first one. She is also keen to ...

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Do You Have a Financial Adviser or a Portfolio Manager?

March 15, 2022

Do You Have a Financial Adviser or a Portfolio Manager?

Recently, one of our friends got in touch with us saying that they are happy with their current adviser but wanted to get a second opinion. We organised a meeting with them and realised that what ...

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A Good Financial Planning Business is Like a Think Tank

March 10, 2022

A Good Financial Planning Business is Like a Think Tank

Recently, we got thinking about all the different legislation that affects us as well as our clients. Legislation such as the Tax Act is essentially just thousands of pages of words. We think that ...

“$100k Isn’t Much Anymore”

March 08, 2022

“$100k Isn’t Much Anymore”

No, we don’t mean $100,000 is a small amount of money. Far from it! But more and more, we hear people talk about it as an insignificant amount when they are thinking about buying a new car or doing ...

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Why a Good Financial Adviser is Like a Good Cornerman in Boxing?

September 17, 2021

Why a Good Financial Adviser is Like a Good Cornerman in Boxing?

To ‘have someone in your corner’ is a common saying that originated in boxing, where the coach or trainer is in the competitor’s corner offering advice and letting the fighter know how they are going.

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The Only Numbers That Matter (to Your Retirement Savings)

September 15, 2021

The Only Numbers That Matter (to Your Retirement Savings)

There are some important numbers you need to know when you’re nearing retirement. In percentage terms, there are three main ones: 8, 5 and 0. ​

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Every Time You Borrow Money, You Take It From Your Future Self

September 13, 2021

Every Time You Borrow Money, You Take It From Your Future Self

We sometimes think about our future self as a different person. Of course, we know this is not actually true. But when it comes to borrowing money, thinking of our future self is important.

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The Average 60-Year-Old is Far More Employable Than They Think

September 09, 2021

The Average 60-Year-Old is Far More Employable Than They Think

There is a bit of a misconception that people in their 60s aren’t employable. But we actually disagree with this. We see a lot of clients in their 60s who don’t want to fully retire yet. Instead, ...