While most of us are aware of the importance of making a Will, there are other estateissues that may not be so obvious and can have dramatic consequences on family security. It’s not just the wealthy – all families need to plan for financial, legal, medical and child care decision making to ensure their wishes are carried out accurately.Read More
When it comes to super savings, women in Australia are likely to have significantly less than men. The average Australian woman retires with around half the balance of the average man. This is because women (still!) earn less than men for equivalent jobs and they’re more likely to have a career break to raise children.Read More
In an age of information overload and pervasive social media it seems everyone has an opinion they want to share. Being able to discriminate between what is useful and what is fanciful is increasingly important – especially when it comes to financial issues.Read More
I am grateful for the recognition by esteemed peers for my achievements in financial planning. I won INNOVATOR OF THE YEAR award and the OVERALL IFA EXCELLENCE award on the 7th of September 2018 at the Australian independent financial advice (IFA) awards evening.Read More
In early July I received a lovely surprise email! I had been nominated for Goals Based Adviser of the Year! This is part of the INDEPENDENT FINANCIAL ADVISERS (IFA) EXCELLENCE AWARDS 2018Read More
I am thrilled to inform you that Matrix Planning Solutions has been selected as the 2018 CoreData/Professional Planner Best of the Best Overall Licensee Award Winner.Read More
One thing that frustrates me most is how easy it is to become wealthy, but how hard people can make it seem.
The other reason is people want it NOW, and in doing so they end up getting it NEVER.
People get easily disheartened by the smallest challenges and sell their portfolio.
So, let me share how simple this can be with a choice…
Would you rather $1 Million in the hand now, or 1 cent in your pocket guaranteed to double each day for 30 days?Read More
I hate planning for the new year, but I have a perfect low-hassle way of setting yourself for the best year ever.
Honestly, nail this and the rest will follow. Did you make a few New Year’s Resolutions?
You know, the usual list: having a more balanced life with work and family, healthy eating and regular exercise, paying down the mortgage, investing more etc.Read More