How do you ask an expert when you don’t know where to find one?

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When it comes to your finances, we often talk about the importance of asking an expert – a financial adviser. But how do you find one? And how do you measure their expertise?

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By far the best place to start looking for a financial adviser is by asking your friends and family. If someone has a great experience with a product, shop or service, they’ll be only too happy to refer you to it. The same definitely goes for financial advice.

You ...

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1
NOV
0

Categories: Tats’ Thoughts

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What are you paying for?

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You might have noticed there have been a few reports in the media (again) about life insurance commissions. As you know, I’m extremely proud of the work the Monarch team does and firmly believe in the role financial advice plays in helping people secure their financial future. Which is why I felt it was important to outline just some of the ways we add value to our clients…

What we do – Build a strategy

Our role is not simply to get ...

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9
OCT
0

Categories: Tats’ Thoughts

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Are you guilty of underestimating?

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When it comes to predicting the future, it turns out that most of us are pretty bad at it. Not a surprise really, but here are a few facts we’ve collected over the year that will highlight just how far off our thinking can be…

Underestimating the likelihood of illness or injury

  • 1 in 3 men and 1 in 4 women will be diagnosed with cancer by age 75
  • Cardiovascular disease (including heart attack and stroke) is responsible for 1 death every 12 ...
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5
SEP
0

Categories: Tats’ Thoughts

Not all habits need to be broken

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Do you have any bad habits? Things you do all the time but wish you didn’t? What about something your partner does that really annoys you? We tend to view habits as negative – something to be broken – and along with that goes the guilt and frustration when we can’t quit our bad habits.

But what about good habits?

We recently got the whole Monarch team together for a professional development session and the topic was ‘Improvement as Habit’. As facilitator, ...

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30
JUL
0

Categories: Tats’ Thoughts

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How much is too much?

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I know I’ve previously shared my thoughts on asking strangers to pay for your medical bills (see: Is crowdfunding your medical bills fair?), but a recent story has persuaded me to revisit the issue again. This article highlights just how much people underestimate the cost medical treatment in Australia, which is ultimately one of the main reasons that people turn to crowd-funding sites.

You might have heard about Milli, a 12 year old from Perth whose family was trying ...

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20
JUN
0

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Lessons from Japan

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I love travelling overseas! It’s awesome to be able to experience other cultures and see the way other people live. Take my recent trip to Japan and Korea. Aside from the fascinating history, incredible food and gorgeous scenery, I was really intrigued by the Japanese people. It never ceases to amaze me how different people can be, depending on where they grew up ...

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8
MAY
0

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Life is what happens when you’re busy making other plans

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“Life is what happens when you’re busy making other plans.”

You’ve probably heard this John Lennon quote before. But have you ever noticed how true it really is? You could have your ideal milestones all mapped out, from your first career steps to the age you think you’ll be ready to get married and have kids, right through to when you’d like ...

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28
MAR
0

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Don’t underestimate the value of a second income

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I was chatting with a friend over dinner the other night and she was talking about how she had dropped back from full-time to part-time work so she could pursue her goal of opening an online kid’s clothing store. She is still bringing in an income (and hopes to eventually leave her part-time job and just work on the store), but ...

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28
FEB
0

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New year, new team!

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As you would have seen in my end of year update, Monarch has expanded! I’m so excited to welcome Brett Puxty and Francis Coggan to the team, as well as announce that Aleksandra is stepping into an even bigger role. Why the expansion? It ultimately comes back to why I started Monarch Advisory Group in the very beginning, which was to ...

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8
FEB
0

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What gift are you going to give yourself this Christmas?

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Have you ever stopped to think about just how stressful Christmas can be? In theory, it’s supposed to be the time of year when we’re all winding down, taking time-off, travelling and celebrating with friends and family.

But in reality, Christmas also brings a fair amount of stress. So instead of financial advice, I thought I might use this blog to share ...

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5
DEC
0

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