Not all habits need to be broken

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Do you have any bad habits? Things you do all the time but wish you didn’t? What about something your partner does that really annoys you? We tend to view habits as negative – something to be broken – and along with that goes the guilt and frustration when we can’t quit our bad habits.

But what about good habits?

We recently got the whole Monarch team together for a professional development session and the topic was ‘Improvement as Habit’. As facilitator, ...

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New year, new team!

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As you would have seen in my end of year update, Monarch has expanded! I’m so excited to welcome Brett Puxty and Francis Coggan to the team, as well as announce that Aleksandra is stepping into an even bigger role. Why the expansion? It ultimately comes back to why I started Monarch Advisory Group in the very beginning, which was to ...

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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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