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...
Interest only loans have been the most popular type of loans for people buying investment properties because you get a tax deduction for the interest, and you maintain your negative gearing. But in the last year or so the banks have increased the rates on...
I worked closely with Lawrence for 4 ½ years until his tragic passing in January 2016. During this time, I observed how he managed his own finances and advised our clients. Here are three lessons we can learn from Lawrence. 1. Invest in yourself. Lawrence invested in...
Melbourne is in the grip of tennis fever with the Australian Open starting this week. I am a massive fan and look forward to this fortnight all year. In years gone by, the professionals used to hit the ball very flat and low over the net....
The Government announced that there is going to be a Royal Commission into banks, financial services, and superannuation. This is going to cost you the taxpayer $75 million and will be concluded in a 12 month period. I prefer call it a Royal Witch Hunt. It is going to be an enormous waste...
I was honoured to receive the Future 2 Community Services Award at the Financial Planning Association (FPA) conference in late November. The following appeared in Professional Planner website and an article will appear in the next FPA newsletter which I will share in due course Reuben Zelwer,...