I thought today I’d share a couple of interesting client experiences that got me thinking about one of the most common reasons people have for not getting life insurance – the ‘I’m too young to need cover’ excuse.
Last month I met with a professional couple in their forties who were looking at ...
Continue Reading →Posted by: Tatiana Coulter
Welcome 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 ...
Continue Reading →Posted by: Tatiana Coulter
Make sure you’re sitting down before you read this… it’s December! Another year is almost gone! The team at Monarch and HM Finance have already found themselves inundated with invitations to festive lunches, dinners and drinks. And my family is also about to descend on the Ritz-Coulter for Christmas. Poor Pedro won’t know what’s hit him!
Even if Christmas isn’t really your thing, ...
Continue Reading →Posted by: Tatiana Coulter
While watching the Australian Survivor finale the other night (Lee was robbed) I came across the following ad for Real Insurance…
In the ad we see David, who has just received a call from his doctor. We can infer, from his conversation with his wife, that he had a medical scare. But he’s just received the great ...
Continue Reading →Two weeks ago I was privileged to attend the Greater Western Sydney Giants Grand Final luncheon, at the Dockside Pavilion in Darling Harbour. The event paid tribute to the players and the coaching staff, but also the supporters who have contributed both financially and emotionally to the team. It was a bittersweet celebration, with the Giants having been knocked out of the Premiership race that weekend by the Western Bulldogs. But surrounded by so many passionate sports people (and fans) ...
Continue Reading →This weekend Rob and I celebrated our 6th Wedding Anniversary! The time has absolutely flown by (in a good way), but when I reflect on that September day back in 2010 I remember feeling a bit anxious about what was to come.
Don’t get me wrong, I couldn’t wait to marry Rob. But I also remember thinking that getting married was such a grown-up step. It’s the moment where you really become an adult and have to think about adult things, ...
Continue Reading →As a Financial Adviser, I have difficult conversations with my clients every day. Talking to a husband about what happens to his wife if he should pass away is just one example. But as uncomfortable as these conversations are, I can’t stress how important it is to have them now and not later. Because later might just be too late.
Which is why today is a great day to start thinking about your back up plan. You may not know, but ...
Continue Reading →Posted by: Tatiana Coulter
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 ...
Continue Reading →Can you believe we’re nearly halfway through 2016?! Feels like it was only last week that we were popping the cork on the New Year’s champagne!
And yes, this time of year is when our thoughts turn to tax returns and financial statements, etc, but I also think it’s a great time to reflect on our achievements over the past 6 months. Reviewing our past milestones not only gives us an opportunity to take a breather from our busy lives, but ...
Continue Reading →Posted by: Tatiana Coulter
Hi all,
I thought I would share an article that I was quoted in recently for Money Management. Money Management is one of the widest read industry magazines in Australia – particularly with Financial services including Planners, mortgage brokers, lawyers and Accountants.
Regards,
Tatiana
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