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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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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EOFY is done and dusted…. Let’s take stock and work towards a greater NY!

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The End of Financial Year is, for me, a real time for reflection. I measure my business at this time, but I also measure my personal goals. I like to take a step back at this time of year and really check where I am at, both professionally and personally. This is something that I would like you to consider.

The thinking behind this is simple: if you’ve already achieved your goal don’t rest on your laurels – aim even higher!

It’s ...

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