Thinking about getting financial advice but haven’t taken the first step? If so, you’re not alone. According to an Australian Securities and Investment Commission (ASIC) report[i] on Australian attitudes to financial advice, 41 per cent of survey participants who’d intended to seek advice, still hadn’t gone ahead. If that sounds like you, there’s probably a […]
Get set for the new year
Financial goals are topping the list for many Australians this time of year, but whatever your goals or new year resolutions, here are some practical tips to get you started and maintain the momentum. 1. Let the big resolutions inspire you but start with what’s reasonable Thinking up a ‘reasonable’ resolution may not sound as […]
Seven money mistakes
Over more than two decades working in the financial industry, I’ve seen many people reap the rewards from their financial decisions. Seeking help from a professional adviser often helps people appreciate the long-term impact of their decision-making, especially during major life changes. But it’s the smaller, daily money habits that can also really add up […]
The demise of Dixon Advisory … a cautionary tale
The world of finance is no stranger to the cautionary tales of fear and greed. The recent collapse of one of Australia’s biggest financial advisory groups, Dixon Advisory and Superannuation Services, is an unfortunate example of how greed and professional misconduct can have lasting and devastating consequences – particularly for individuals who place their trust […]
The long game of investing
The short-term volatility of financial markets often means that anyone looking to make money fast should be equally prepared to lose it just as quickly. As any seasoned investor would know, building wealth means having the patience to look ahead. Trying to pick when prices are going to rise and fall may be a popular […]