The Seven Year Itch…

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Wedding 2Today marks seven years since Rob and I tied the knot. Seven years!! Aside from ‘Congratulations!’, there’s another phrase we’ve been hearing when we tell people about our anniversary: ‘The seven year itch!’

Apparently there’s something about seven years in the same situation that makes people suddenly realise they want to change. Just to reassure you all, this is not the case for Rob and I, but I have seen clients ...

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“But what if something happens to you?”

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Succession 2Insurance is all about planning in advance to protect your future. We hope we never need it, but it’s nice to know that if something does go wrong with our health, we’ve got a plan in place to maintain an income and continue to support our families. And having an adviser means if you do need to make that claim, you have someone in your court to handle all the ...

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Don’t put off those difficult conversations

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Difficult conversationsAs some of you may have seen, I was recently interviewed by ANZ about how my role as an adviser means I regularly have to have difficult conversations with clients (read it here). But I’m not the only own that has to be prepared for those conversations – it’s also really important that my clients feel comfortable talking about hard things. It’s one of the reasons I have three ...

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Let the Festival of Tats Begin!

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Tats40This week marks a bit of a milestone for me. On Thursday I turn the big 4.0. Between all the celebrations – in fact, we’re calling this whole month the Festival of Tats – I couldn’t help but notice that my 40th year is nothing like I imagined.

Where did I see myself at 40? Not working as a financial adviser, that’s for sure! And I definitely didn’t think I’d be a ...

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Guest Blog: 10 situations that should prompt you to consider updating your Will (or to make one)

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Guest Blogger: Matthew Smith, Clinch Long Woodbridge Lawyers

FB WillsThe Philosophy

Your will should never be seen as “set in stone”.  It should be seen as a legal document that can be easily updated if and when necessary. Some of the things that might prompt you to consider an updating of your will include:

1.    A change to your assets and liabilities
For example, the purchase, sale or restructuring of significant assets, particularly ...

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Is Crowd-Funding Your Medical Bills Fair?

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This post is probably going to ruffle a few feathers, but I’ve noticed a trend emerging over recent years that I find really disappointing. Every few weeks, I see a post on my Facebook feed or a story pop up in the news about someone calling on the general public to help fund the cost of their medical bills. You know the kind I’m talking about: a mother with a debilitating disease who needs money to fly overseas for stem ...

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Guest Blog: Tax time! The Taxman after the sharing economy and more!

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Guest Blogger: David Jepsen, Jack Lawrence Accountants & Advisors

FB Guest Blog Tax TimeDo you receive income from Uber or AIR BNB? If so, you should be declaring it as income in your tax return! Uber does not pay tax on behalf of their drivers and AIR BNB does not pay tax on behalf of their hosts. Therefore, tax on that income will be payable after you lodge ...

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What happens when you get that call?

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TW CallA couple of weeks ago I received a call that made my heart beat really fast. It was Friday evening, and I’d just put my feet up and was enjoying a glass of wine with Rob when my mobile began to buzz.

I looked at the screen and saw the call was from one of my clients. My stomach dropped. There could be only one reason why ...

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What I’ve learnt after five years in business…

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I got chatting to one of my girlfriends the other day about starting a business. She wondered what I thought was the best thing about working for myself. My answer? Work-life balance. Funnily enough, it’s probably also the worst thing, too!

When I started Monarch Advisory Group, I was really looking forward to being able to take time off when I wanted to and setting my own hours. But in reality, when you’re starting a business work-life balance goes out the ...

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Life insurance is not wasted on the young…

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YouthI thought today I’d share a couple of interesting client experiences that got me thinking about one of the most common reasons people have for not getting life insurance – the ‘I’m too young to need cover’ excuse.

Last month I met with a professional couple in their forties who were looking at taking out cover to protect the lifestyle they’d ...

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