A true story and a powerful lesson

Posted by:

facebook-Linked_Image___powerful lessonMost people understand the need for car insurance, home and contents insurance and probably even health insurance. But when it comes to life insurance, it’s more difficult to picture yourself actually needing cover. We just don’t want to think about something bad happening to us or to our loved ones!

Part of my job, as a financial adviser, is to help people understand ...

Continue Reading →
77

Six life lessons I’ve learned since being a financial adviser

Posted by:

shutterstock_738695398Becoming a financial adviser has been one of the best things I’ve ever done. Not only have I been able to help others to chase their dreams and live their best lives, I’ve also personally gained a lot. As the saying goes, when you do what you love you never work a day in your life.

It’s six years since I started ...

Continue Reading →
89

How will you mark your milestones this year?

Posted by:

MilestonesCan you believe it’s 2018? Actually, 2018 is nearly a month down, which is even scarier. I’ve talked before about how the first month of a new year can prompt people to book in to get their finances sorted out asap. But it turns out that major milestones are actually the main reason people take out life insurance.

It’s true. Research* shows ...

Continue Reading →
637

Don’t put off those difficult conversations

Posted by:

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. ...

Continue Reading →
0

Life insurance is not wasted on the young…

Posted by:

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 ...

Continue Reading →
0

Before life gets too busy…

Posted by:

Harbour ViewWelcome to 2017! As you can see, we were lucky enough to celebrate New Year’s Eve with a prime view of Sydney’s spectacular fireworks display! How did you ring in the New Year? Make any New Year’s resolutions?

Did you know that the concept of making a New Year’s resolution actually began back with the ancient Babylonians, who made promises ...

Continue Reading →
0