For many people the end of financial year (EOFY) can have a frantic vibe about it – perhaps it’s the overwhelm of suddenly having to sift through receipts, super and tax deductions that they’d been meaning to tend to months ago. June 30 can be a great motivator to get organised, but it can also […]
How to prepare for a financial advice meeting
Financial advice, while often practical, can also be deeply human in terms of how it relates to an individual’s personal goals, values and aspirations. If you’ve never been to a professional adviser before, it can feel a little daunting and hard to know what to expect. Like most professionals, financial advisers come in all shapes […]
Perspectives on wealth and woodworking
Those who’ve known me for a while will know I dabble in woodworking. Nothing too fancy, just an activity I enjoy. There’s something deeply satisfying about woodworking as a process, but also in appreciating a well-crafted project – the kind where you can see and feel the maker’s skill in every detail. Crafted timber has […]
Compound interest: the quiet achiever
There’s a time-tested financial principle that doesn’t look flashy on the surface but can work quietly in the background to help you build wealth while you go about your life. Compound interest can be the unassuming and reliable friend whom people never really noticed growing up but just hung around until one day – bam! […]
A matter of trust
As a financial adviser I meet a lot of people and each one has their own individual relationship with money. Some are confident. Some are cautious. Some want to know as much detail as possible. Others are comfortable just understanding the bigger picture and are happy having someone with the experience and expertise to look […]