It’s really easy to get caught up in someone else’s investment plans. They’ve done the research, talked to people involved, seen the numbers, reviewed the forecast returns and listened to the spiel. It all looks great. They’re impressed and excited by the prospect. So do you jump on the bandwagon and follow their lead? If…

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Creating a financial plan is a great first step towards securing your future, but it’s important to remember that the plan is the first step only. As with all plans, it needs to be monitored, reviewed, adjusted and revised. What if you could be doing even better than you’d originally planned? What if an investment…

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Because it makes sense! Thinking about your retirement is probably the last thing you’ll want to do in your 20s. You’ve probably just graduating or embarking on overseas travel and figuring out what you’re going to do next weekend. Who needs to think 40 years ahead when you’re just starting out? You do. Or at…

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The most common thing I hear from clients when we’re talking about saving for retirement is “I wish I’d known that sooner”. So here are the 5 things you need to know about building your nest egg. Start today. This is my number message to anyone who will listen. Start today. If you can’t afford…

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There’s talk of a recession – a global recession, an Australian recession and a US recession. If this happens, how will it affect us? How will it affect property prices? Firstly, we agree with some of the other experts that don’t think we will have a recession locally. We don’t have the usual markers that…

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In today’s world of instant gratification, many of us struggle with planning for the future. But if you don’t plan for your future, who will? Taking small steps now can pay off huge in the future. You just need to have a goal, make a plan and take action. So what can you do? The…

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