My role as Financial Advisor is multifaceted and I see myself more as a fixer. I often see people when they are at their most vulnerable – the death of a loved one, a financial mess after divorce, a family feud involving money. On the other side I see young people wanting to get their financial … [Read more...]
You love your mother and mother in- law to bits … but you don’t want to live with them.
If your mother-in-law is dropping hints that ‘in the future’ she’s possibly coming to live with you because she won’t be able to live independently - it time to act now. Margaret came to see me last year, referred by her daughter-in-law, Stephanie, who loved her dearly and wanted to see her live … [Read more...]
Allow yourself time to breathe after bereavement, don’t rush investment decisions
“I never ever thought my husband would die and leave me to make so many decisions alone.” My client is a 41-year-old widow, Jane, whose husband passed away suddenly. A couple of years on she is still coming to terms with his sudden death, working at a part-time job and raising three children of … [Read more...]
Talking Finance – Don’t Switch Off!
When a client comes to see me we will typically explore all aspects of their financial and personal life including: income, debt, spending and investment plan (sometimes referred to by other's as a budget), superannuation, business revenue, family dynamics, future expected capital expenditure, … [Read more...]