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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All my plans and ambitions disappeared in a matter of minutes

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Erin Benjamin had just celebrated her 30th birthday. She was working in a fast-paced, high profile job in financial services and recently married with plans to start a family. Then Erin had a stroke.

“All of my plans and ambitions disappeared in a matter of minutes,” says Erin. “My work, my possibility of becoming a mother and my ability to do three of my favourite things – run, read and write – were gone, without any clear idea of what I ...

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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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Are you self-employed? You might be putting your family at risk!

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Self employedI read an article recently that said of all people in the workforce tradies are among the most likely to need life insurance but also least likely to have any cover in place. It got me thinking that there are actually a lot of people out there in a similar boat – I’m talking about people who are self-employed.

Don’t get me ...

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