Just in the ‘almost’ four months of this year we have had the pleasure of seeing clients acheive goals they set for themselves. One wanted, several years ago, to get married, start a family and get himself a home. Last…

Knowledge is an important factor when making a decision. Unfortunately emotions also play an important part. What I have found is that if I have a better understanding then I am able to interperate the information better and consequently come…

2017  Thank you, Thank you, Thank you. What a great year. The investment market has been interesting, the changes to centrelink early this year has changed many peoples financial situation, and given us opportunities to make appropriate changes, Superannuation Changes,…

Frustration! I was at the other end of this issue when I had mum in hospital. My question to the staff was ‘Why couldn’t you just let me know?’  if I have the information then I know whether or not…

Wow! you live your life, sometimes things go well, sometimes they don’t. Sometimes the more you learn the more you realise there is so much more to learn. I am so grateful that life lead me into this profession. It…

You won’t reach a goal if you don’t know you have one. Every year we are 365 days older. Some of us actually use each day, some invest each day, some of us waste each day, possibly a combination of…

We make decisions every day which affect the rest of our lives. However it is not until something happens that we become aware. Then we; Stop! think! learn, rethink! get information, think again! get more information, rethink! Walk away; give ourself…

It is amazing when you take time to think, and it is even better when there are so many things happening that you have to think in so many different arenas and do it within a time frame of urgency. You wonder…

We had a couple recommended to come and chat to us about their financial situation. It was an interesting situation and required thought. They came for their initial discussion, we chatted and got to know each other. We provided them…

I am so grateful to clients, if they feel there is something that I need to know they email it to me. Recently I received an email with a video attachment. I was told that it was compelling viewing with…