Julian and I can honestly say we love what we do. And considering we spend most of our waking weekday hours at the office, we’re lucky we can say that. (I suspect we’re very much in the minority.) We happily spend our time catching up with clients, solving problems on their behalf, and working on […]

Why are so many smart people so stupid when it comes to money? To help illustrate my point, try answering the following question. (I’ll provide the answer at the end of the article.) Jack is looking at Anne, but Anne is looking at George. Jack is married, but George is not. Is a married person […]

What makes an expert an expert? Are people born to be natural public speakers? Or do they stumble through their first few engagements, and slowly, over time, become more and more comfortable with standing at the front and being the centre of attention? Certainly no one comes out of university a certified expert, although I […]

When new clients come to see us, they usually need help with some financial complicity or milestone event in their lives they don’t have the time, expertise or motivation to deal with themselves. And that’s fine. Many of these people also have a financial path or investment option they’d like to take on. And again, […]

Another day, and another report that Sydney’s property market is one of the most expensive in the world. Of course, the media tends to focus on the prices themselves because all those zeros make it seem more dramatic. But if you’re a new home owner, or simply trying to get into Sydney’s property market, there […]

For as long as anyone can remember, owning your own home has been the great Australian dream. Exactly why I’m not sure. The Europeans certainly don’t understand it. Yes, living in a property you actually own can give you a warm and fuzzy feeling at night. And not having to deal with real estate agents for the […]