Life’s little surprises

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facebook-Linked_Image___ross-findon-303091-unsplashLast week I sat down with a couple to do a review of their insurances. It was a great meeting for a couple of reasons and I wanted to share the experience here…

I first started working with this couple a little over four years ago. Let’s call them Jack and Jill. Jack and Jill were newly married and wanted to get their life ...

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Take control of your own destiny – don’t wait for the Government to tell you what’s best for you

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facebook-Linked_Image___sydney-rae-408416-unsplashYou’ve probably heard that one of the changes announced in the Federal Budget was around insurance inside super. Almost all group superannuation accounts (that is, industry super funds and the superannuation products offered by the banks and other large financial institutions) come with an automatic level of life insurance and TPD cover. Some also provide some income protection insurance. The premiums for this ...

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

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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 ...

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How will you mark your milestones this year?

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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 ...

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You don’t need to be a financial expert to need a financial adviser

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Ask questions 2When I meet clients for the first time I often hear them apologise for their lack of knowledge about all things financial. They say things like: “I think I should be a high growth investor but I don’t really understand what that means,” or “I think we have insurance in our super but I don’t know what it covers,” or even ...

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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. ...

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