A wide assortment of wealth management and financial planning articles. Topics can include investing, investment returns, Centrelink and aged pension rules, superannuation fund commentary and many other finance related topics.


What is Financial Planning?

I thought it wise to share with you what financial planning is and what a financial planner actually does, because in my experience most people either have misconceptions or just don’t know. I like to think of financial planning as the process where the client and planner get together to initially discuss the clients’ current…

Brexit And Australia

The UK took the world by surprise last week when its citizens voted to leave the European Union (EU). This unprecedented move has left everyone wondering what’s next. Whilst no one really has a clue, and many Australian financial institutions are downplaying the impact, there is good reason to be concerned.


How Much Do You Need In Retirement?

This is always a common question I get asked and the answer is obviously different for each client. How long you will live, what investment return you’ll achieve and what lifestyle you want are the major factors. ASIC’s Money Smart site also refers to future medical costs. With regards to lifestyle, the Association of Superannuation…

‘Banking Bad’ – ABC show

Whilst highly unlikely to be as popular as the hit TV show ‘Breaking Bad’, ABC will be airing ‘Banking Bad’ at 8.30pm tonight. Banking Bad is from an investigation by ABC and Fairfax and is expected to air the practices of certain unscrupulous Financial Planners in the Commonwealth Bank.

Money Myths – How Good Are You?

Donald Rumsfeld famously stated that “there are known knowns; there are things that we know that we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns, the ones we don’t know we don’t know.” As confusing as…

Warren Buffett’s Advice

  I am sure you have heard of Warren Buffett, who is generally considered to be the most successful living investor. He is CEO, chairman and president of the US listed investment company Berkshire Hathaway; which as of last night had a share price of US$187,750. Due to Buffett’s phenomenal investing success, (over the last…