Insights
A client who runs his own dry cleaning business came to see me last week. Barry was in a bit of a state. He told me it had suddenly dawned on him he was getting closer to retirement and had been reading all these stories in the paper about how much a person needed to...
Insights
Most of us will live in two or three family homes during our lives. You might find that over this time needs change as does your capacity to meet those needs. So when the time comes for a change; is buying a new home a good idea, or is spending money on the existing...
Insights
A popular series of books originally published over a twenty-year period was the ‘Choose Your Own Adventure’ series. As the name suggested, the reader could actually decide what the characters did at key moments in the story. They could choose (to a certain extent)...
Insights
Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden to manage your money. How easy would it be for a trusted family member to step in and help you? There are many reasons why you...
Insights
For many people, reducing the mortgage as fast as possible is a wise strategy to use on the path to financial security. But if you think outside the square there are some options that might be available which involve maintaining or even increasing your level of debt...
Insights
Many self-employed people view the sale of their business as their retirement fund – their superannuation. So just like ensuring superannuation investments are being well managed, business owners need to plan ahead to ensure their business can continue to provide a...
