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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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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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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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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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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“But what if something happens to you?”

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Succession 2Insurance is all about planning in advance to protect your future. We hope we never need it, but it’s nice to know that if something does go wrong with our health, we’ve got a plan in place to maintain an income and continue to support our families. And having an adviser means if you do need to make that claim, you have ...

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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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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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Guest Blog: 10 situations that should prompt you to consider updating your Will (or to make one)

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Guest Blogger: Matthew Smith, Clinch Long Woodbridge Lawyers

FB WillsThe Philosophy

Your will should never be seen as “set in stone”.  It should be seen as a legal document that can be easily updated if and when necessary. Some of the things that might prompt you to consider an updating of your will include:

1.    A change to your assets and liabilities
For ...

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Is Crowd-Funding Your Medical Bills Fair?

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This post is probably going to ruffle a few feathers, but I’ve noticed a trend emerging over recent years that I find really disappointing. Every few weeks, I see a post on my Facebook feed or a story pop up in the news about someone calling on the general public to help fund the cost of their medical bills. You know the kind I’m talking about: a mother with a debilitating disease who needs money to fly overseas for stem ...

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