Budget night, the night that most financial professionals look forward to and tell their kids they cannot be interrupted whilst watching. Interested in which announcements media were right about, and which announcements the Government decided not to leak so that they had some surprises to announce. There are always good and bad things in the … Read more
The advice sherpa: A new career pathway emerges
This is a very easy question to answer – NO, Estate Planning is for everyone. A good Estate Plan requires the involvement of skilled Legal, Accounting and Financial specialists, to ensure that your hard-earned assets end up in the right hands at the right time. Estate Planning does not just mean you have to have … Read more
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 characteristics.” Some of the unfortunately common ones that are facing major battles right now … Read more
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 do?” There is a … Read more
There are a lot of myths and fallacies surrounding Financial Planners. However the profession has changed. A lot. And it is essential that consumers know what is true now. Here is some of what you may hear: All financial planners drive Mercedes. There are always hidden kickbacks and costs. My aunt/uncle/brother/friend/taxi-driver saw a financial planner … Read more
You know those mums or dads who you see at school who are relaxed and seem to have it all together? The ones who go on holidays with the family, and drive a decent car that doesn’t break down? The ones who organise great birthday parties for their kids every year? Do you ever think … Read more