How will you celebrate your next anniversary?

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photo-nic-co-uk-nic-117915-unsplashFor those who’ve followed my blog for a while now, you’ll know that the Coulters have an anniversary coming up next month. Yup, September marks eight years of wedded bliss for Rob and I! Like most couples, anniversaries are something we celebrate, usually with a glass (or two) of wine from one of our favourite vineyards.

But there’s another important anniversary that needs to ...

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Not everything that counts can be counted

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friendshipsSome of you may have seen my recent post about the great feeling I got writing out Christmas cards for my clients last week. I am truly grateful to them for their support, but also for letting me into their lives.

Let’s face it, when people think about the role of a financial adviser, they assume it’s a job for people who ...

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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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