Over the last couple of weeks, I have been helping a number of clients (that use an array of different lenders) as their interest only repayment periods were approaching expiry…
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One of my favourite sayings following the GFC was ‘when the tide goes out you can see who is not wearing swim shorts’; another great metaphor we can thank Warren…
Recently, I spent a day listening to many of the technicalities around estate planning. Kate, the presenter, called the will the “last financial plan”. It’s a great term. Most people…
Absolutely everything! Many people get excited about doing projections and seeing their wealth rise exponentially over the years on paper. Use a higher projection rate you get a steeper graph…
My passion for the financial services industry started very early in my career while auditing some large credit unions as a graduate accountant. When I moved to work for two…
This week the Federal Government will launch a new initiative and resources to help primary school teachers deliver financial education programmes in schools. Here’s a link to the website: http://teaching.moneysmart.gov.au/…
“Nowhere does history indulge in repetitions so often or so uniformly as in Wall Street.” Vividly I can recall the dot com boom when technology related companies showed no or…
Sometimes we stare so long at a door that is closing that we see too late the one that is open,” Alexander Graham Bell In 1979 there was a Business…
It’s the start of the new tax year and we’ve noticed a rush from clients to get their 2012 tax returns done – and why not, if you’re expecting a…
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