Published On - January 29, 2021
Has COVID-19 ruined your retirement plans?
This is an article a wrote published throught the Fairfax network. Read it here...
Published On - October 14, 2020
Has COIVD ruined my retirement?
A question I’ve been getting a lot from clients in recent weeks is “has COVID has ruined my retirement plans?” Pleasingly the answer is typically no, but there is an impact. Here are the four key issues. Diversification has worked. Australian shares and listed property currently show negative ...
Published On - August 26, 2020
Why (and how) I wrote Financial Autonomy – the money book that gives you choice
It was wonderful to be approached by a publisher to write a book. It felt like validation that the effort I’d been putting into the Financial Autonomy podcast, and the weekly Gaining CHOICE email were being recognised, and the ideas conveyed were interesting and valuable. I enjoy writing, and as m...
Published On - July 17, 2020
What to do when a family member needs Aged Care
Aged Care advice is a specialist financial planning area. We partner with dedicted age care specialist Susan Cooper when our clients need help in this area. In this interview I speak with Susan on the issues families need to consider when Aged Care becomes required. Listen to our chat here:...
Published On - May 13, 2020
Crisis a good time to start boosting your financial resiliency
The importance of financial resiliency has been highlighted during the current pandemic. Here’s my article in the Fairfax press looking at strategies to boost your resiliency. https://www.theage.com.au/money/planning-and-budgeting/crisis-good-time-to-start-boosting-your-financial-resilience-20...
Published On - April 29, 2020
7 tips for buying shares in volatile markets
This post was originally published at: https://financialautonomy.com.au/7-tips-for-buying-shares-in-volatile-markets/ Volatility and share investing go together like honey and crumpets. As a share investor, how can you use volatility to your advantage? And how can you ensure volatility doesn’t der...
Published On - February 5, 2020
Private Health Insurance – is it worth it for you? ABC RN
I was back in the ABC studios yesterday morning with Hilary Harper for Life Matters. With the cost of private heath insurance constantly on the rise, we chatted on whether it continues to make sense to hold private heath insurance. You can listen to the segment here....
Published On - August 28, 2019
Beyond Divorce – how Women can Rebuild Financially
Divorce is no fun, and certainly not something anyone would choose as a way to improve their financial life. But people get through it, and you will too. As a financial planner, I often work with clients who have been through or are going through a divorce, and assist them in the planning necessary ...
Published On - August 16, 2019
ABC RN – Second incomes
In this piece on Life Matters at ABC Radio National, I spoke with host Michael Mackenzie on second incomes. We explored investment options, as well as entrepreneurial/side-hustle opportunities. It was great fun. Give it a listen here: https://www.abc.net.au/radionational/programs/lifematters/can-i-g...
Published On - July 23, 2019
IFA Award Nomination
Honored to be selected as a finalist in the Practice Principal of the Year category. The ifa Excellence Awards is Australia’s only awards benchmarking the success and quality of the independent financial advice sector....