Growing your wealth

In over 15 years as a financial planner, I have always made sure that I collaborate with my clients’ accountant when providing financial advice. Your financial planner and accountant don’t need to be in love and they certainly don’t need to be part of the same...

On the 3rd of May, federal treasurer Scott Morrison put forward a number of proposed changes, mainly around contributions to superannuation and taxation. Here’s a brief roundup of what the proposals regarding superannuation could mean for you. Remember, proposals are not set in stone and...

Dieting and budgeting have a lot in common. They are both usually high on the New Years' resolutions list, and they are both (often) abandoned soon thereafter. Even when successful, dieting can either be great for your health, or it can cause more harm than...

I had an interesting meeting the other day with some new clients. We previously had spoken on the phone a few years back when they were considering seeking advice. I had kept a file note of this discussion which I reviewed before getting together with...