In my role as a financial adviser I meet many clients who are looking forward to the freedom retirement can bring. They are aspiring to travel around Australia or around the world, help out with raising their grandchildren or pursue passion projects such as working at an NGO.  However, one key theme that underpins most …

Continue reading “Curb Your “Retirement Anxiety”: How PSS members can benefit from a superannuation health check.”

In March 2019, the AFR’s front-page headline stated that ‘in the wake of the Hayne inquiry, investors seeking financial advice are left with tough choices’. One “tough choice” was around paying the perceived high cost of professional financial advice. In this article, I will make the case that the cost of not accessing good quality …

Continue reading “The cost of not getting advice”

The Public Service is a constantly evolving engine largely driven by policy and government changes. A byproduct of this constant evolution can often unfortunately be redundancies for department employees which can often be quite a stressful and overwhelming time. Since I have been advising on the Commonwealth Superannuation Schemes through CSC, there have been many …

Continue reading “Public service redundancies”

Here I explain why paying an initial meeting fee will likely be one of the best investments you can make. I realise that there are many practices out there that do not charge for the first meeting whereas I have a meeting fee of $220.  This is not common practice in the financial planning industry. …

Continue reading “Why I charge for the first appointment”