Community sport a rewarding pursuit

The cricket season has well and truly kicked off and as a father and cricket fan, I enjoy getting down to Ashgrove Sports Ground in Brisbane on the weekend to watch my boys pull on the whites for Valley District Cricket Club. It’s a great club, currently with former Australian Captain Allan Border as its […]

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Advisor demand on the up as numbers fall

With COVID came many financial challenges for Australians, and unfortunately, accessing professional advisory services grew even more difficult. Over the last few years, the number of financial advisers in the workforce has continued to trend downward in Australia, with statistics showing more than 2000 advisers have exited the industry this year alone. Before the Banking […]

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Why you should invest not splurge this holiday season

With Christmas comes big spending and an urge to pamper ourselves and our loved ones. Instead of blowing hard-earned money on expensive gifts and treats, opting for smaller thoughtful presents could put you in a great position to grow your wealth through investing. In a few years, you might be grateful you chose investing over […]

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Start at the end

Retirement miniseries – part 2 The first thing I do to help a client prepare for retirement is determine what they want that part of their life to look like. When I work with a client on a retirement plan, it’s a bottom-up approach. So imagine you’re 60 – what do you want your lifestyle […]

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