News in Finance 

How Dare You?

How Dare You?

Good advice is out there. Need help finding it? Have a look at this article in ifa magazine for some of my opinions. Financial Relaxation is worth the effort of finding good advice....

It feels wrong, but is it actually alright?

It feels wrong, but is it actually alright?

The smoke haze is distressing, and we are only 20 kms from Melbourne CBD, nowhere near the fires, nowhere near the disaster areas. This haze is a mild annoyance to us, but it is enough for us to feel empathy for those who are really suffering. And increasingly as well...

Ouch! – I am so grateful I can type this!

Ouch! – I am so grateful I can type this!

I can type. With both hands. (Just). 10 days ago, I was carrying a large heavy box of stuff to donate to the charity shop out to the car. I couldn’t see where my feet were going, but I thought I was ok to get the box in the car, as I had opened the back of the car,...

How do you find a GOOD financial adviser?

How do you find a GOOD financial adviser?

There is a LOT going on in the Financial Planning Industry at the moment.  Legislative changes, class actions, and investigations.  A lot of Advisers and Licensees are exiting ….. and then quietly on the side, an impressive number of great planners going about their...

I hate roadworks!  And crooks!

I hate roadworks! And crooks!

We have a huge problem in Australia. In my area of Victoria there are more orange roadworks than roads right now. “So what?” you might think. “Isn’t the Victorian Government putting money into infrastructure much needed?” (Of course). However the issue is not the...

Discrimination of the WORST kind?

Discrimination of the WORST kind?

Discrimination is everywhere, and many people are currently fighting it.  And so they should be. “Discrimination happens when a person, or a group of people, is treated less favourably than another person or group because of their background or certain personal...

What do financial planners actually do?

What do financial planners actually do?

I worked as a Financial Planner (or Adviser) from 2005 – 2019.  When people asked me what I did, and I told them “I am a Financial Planner” there were a few common responses.  Most commonly – “Oh, I need one of those”.  Second most commonly – “What do you actually...

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