Why it pays to keep your adviser accountable

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If you’ve been following my blogs you will know that I am a strong advocate for financial planners and the importance of seeking professional advice. However, financial advice is not a ‘set and forget’ exercise. You should still retain an element of personal responsibility for your own finances and you should definitely keep your adviser accountable for their ongoing service.

Here’s a really good example of why you should meet with your adviser at least once a year…

A client (let’s call ...

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Cutting through the fake news

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No matter how much the world around us changes (seriously, 2020 has been one hell of a ride), there are a few things that never do – the misconceptions around life insurance!

I’ve worked as an adviser for 8 years, and in finance for even longer, and I still hear the same excuses for not getting covered and the same ‘fake news’ about why people think it’s not for them.

It’s time to fact check some of those ideas!

I’m single – I ...

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How to manage your life admin (without losing your hair)

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Be honest, how do you feel about 30 June? Not so much the day itself, but the implications that come with it. It marks the end of the Financial Year, which means tax time, which means getting your affairs in order, which means booking in with the accountant, which means a mad rush to try and find all your receipts, which means silently cursing yourself for not being more organised during the year, which ultimately makes you want to curl ...

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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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