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Retirement is often talked about as the golden years, a time when we reap the rewards for our hard work and, in the lead up, it’s common to feel excited by the prospect. Many of us dream of how we will spend our time without the burden of work, only to find that, when the […]

Most of us have read or even heard first-hand about timeshare disasters, yet the industry remains a lucrative one; in Australia alone, it’s valued at around $600 million. So, is it ever a good investment? The short answer is ‘no.’ On the surface, it can seem like an affordable way to achieve a dream lifestyle […]

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to start’, and almost all of them come from a simple lack of knowledge. It’s true that investing isn’t the right option for everyone – after […]

It’s a sad reality today that many Australians are targeted by financial scams. It’s something that is often in the headlines and we hear countless warnings to be aware that unscrupulous people could be after our hard-earned money. The numbers around financial scams are alarming: According to the ACCC’s Scamwatch, Australians have lost $78,685,724 to […]

There’s no denying that the financial planning industry is experiencing its fair share of challenges. From changes to education standards requiring some established planners to return to study or lose their career, to the Royal Commission findings making large-scale change to long-held business models, it’s been a volatile year. We have seen the negative impacts […]