Financial Life Planning

All I want for Christmas..… Is to survive it debt free!

With the holiday season fast approaching, it’s tempting to throw out the year’s planning to engage in some fun consumption. But getting into the spirit doesn’t mean you have to go into debt. Follow these tips to start 2017 debt free. Set a cash flow plan First take some time out to review your ...

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The Value of Getting Financial Advice

Currently less than 15% of all Australian’s receive financial advice.  Now this wouldn’t be as concerning for me if most people didn’t have a relationship with money and a superannuation account. Research found that people who seek the advice of a financial planner are better ...

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Happy EOFYs… Happy EOFYs…

With the Foxtel EOFY’s ads in full swing again we must be getting close to end of financial year which is the time to get things in place to manage your wealth before 30 June comes and goes. My top 5 tips for end of financial year this year are:

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Market Expectations for 2011

My inbox has been filled with various reports and expectations of what might happen as a result of the floods around the country and their impact on the share markets.  He is my adaptation of what has come across my desk from the research analysts at Macquarie Equities, Goldman Sachs and ...

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Experts Top Money Tips for 2011

This month Scott Malcolm had a cameo appearance in The Age and The Sydney Morning Herald Money Blog.

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Getting Your Plans in Order

This week I caught up with Zoe Lamont, one of the brains and inspiring energy forces behind the 10thousandgirl campaign. We were having a coffee and chatting, among other things, about goal setting and the complexity and challenge that can occur with putting a dollar amount around your goals.

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Values based approach to financial advice

This month I was interviewed by Anneli Knight who writes for the Sydney Morning Herald and The Age about Values Based Financial Planning. My belief is that this approach to financial planning is the only way it should be done to ensure integrity and that a financial adviser is in business for ...

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