What gift are you going to give yourself this Christmas?

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Have you ever stopped to think about just how stressful Christmas can be? In theory, it’s supposed to be the time of year when we’re all winding down, taking time-off, travelling and celebrating with friends and family.

But in reality, Christmas also brings a fair amount of stress. So instead of financial advice, I thought I might use this blog to share ...

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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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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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Why skipping your annual review could cost you big time

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Annual Review 1The other day I met with a client for her annual review. Let’s call her Justine. Here is her story in a nutshell:

Ten years ago, Justine was newly divorced and raising two teenage boys. She had no assets to her name and knew she would need to go into serious debt to keep a roof over her boys’ heads.

Six years ago, ...

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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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The Seven Year Itch…

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Wedding 2Today marks seven years since Rob and I tied the knot. Seven years!! Aside from ‘Congratulations!’, there’s another phrase we’ve been hearing when we tell people about our anniversary: ‘The seven year itch!’

Apparently there’s something about seven years in the same situation that makes people suddenly realise they want to change. Just to reassure you all, this is not the case for ...

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Let the Festival of Tats Begin!

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Tats40This week marks a bit of a milestone for me. On Thursday I turn the big 4.0. Between all the celebrations – in fact, we’re calling this whole month the Festival of Tats – I couldn’t help but notice that my 40th year is nothing like I imagined.

Where did I see myself at 40? Not working as a financial adviser, that’s for sure! ...

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What I’ve learnt after five years in business…

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I got chatting to one of my girlfriends the other day about starting a business. She wondered what I thought was the best thing about working for myself. My answer? Work-life balance. Funnily enough, it’s probably also the worst thing, too!

When I started Monarch Advisory Group, I was really looking forward to being able to take time off when I wanted to and setting my own hours. But in reality, when you’re starting a business work-life balance goes out the ...

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Before life gets too busy…

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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 ...

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