A long-term friend who recently became a client sprayed me with the above last week, and whilst it wasn’t a criticism or complaint, it was an observation. He is a successful self-employed landscaper who has run his own business for 26 years and he has completed amazing work in my own home. His process is […]
Answer – Because it’s worth it! I did laugh when I first heard this comment, and whilst I do not expect my clients to ask for my blessing before proposing, I am often asked about the considerations for marriage. I tell me clients that as their adviser, it is not recommended. A nervous look appears, […]
Property – the asset class that gets the most attention, opinion, media coverage and political focus, and as a nation, we are ‘obsessed’. In many ways, it makes sense as property is both aspirational in terms of our homes and as an investment. You don’t have to go to too many BBQs and parties in […]
In today’s uncertain economic climate, many people are understandably concerned about how a potential global recession might impact their investments, particularly their superannuation accounts. However, it’s important to recognise that the relationship between a country’s economic performance and its share market returns is often less direct than one might think. While it might seem logical […]
Starting 1 July 2024, a range of superannuation changes are set to take effect. Here’s what’s changing and how it may impact your super. Super Guarantee increase From 1 July, the minimum amount employers must contribute to employees’ super each year — the Super Guarantee (SG) — will rise from 11% to 11.5%. This means […]
As the baby boomer generation start preparing to pass on their combined $3.5 trillion to their children, Australia has some challenges ahead. Who will be left to help guide that money once it changes hands? Reports show that the demand for financial advice is going to skyrocket. About 2.6 million Aussies, who don’t have advisers […]