Articles & Insights

Let’s talk ethical investing!

Is this the latest fad when it comes to investing? Is it just another way to charge high fees? Or is this the future and can your investment strategy actually help save the planet? I remember in the 80s when clients of mine asked could we invest into ethical funds. At the time that just […]

Why do highly paid Execs and CEOs struggle with money?

We often look at the lifestyles of our top execs and CEOs – mega salaries, great homes, expensive cars, first class travel – what’s not to like! So for some, how does it all go so terribly wrong? I have helped people earning more than a million a year in salary, a great lifestyle but […]

Approaching Year R, why see an Adviser or Coach?

Most of us are somewhat uncomfortable as we move closer to Year R, as do we have enough for financial freedom, and are we mentally ready for this next big stage of our life.  What’s ‘Year R’? It’s what is traditionally called your retirement age – what most people think of when they think of […]

Five ways to help overcome ‘Money Stress’

Firstly what is Money Stress? Well at its simplest, it is you worrying about money. Some like to refer to it as those ‘keep you up at night’ moments that we all experience at some point or another. Any type of stress especially when it’s about money can have a significant impact on a range […]

Who are the sandwich generation?

It’s a generation of people in their 40s, 50s and 60s who are ‘sandwiched’ between their young adult or nearly adult children on one side and their ageing parents on the other. Just when they thought life might have been going to get a bit easier, they find themselves with a lot to think about. […]

Media Release – The Money Sandwich book has been officially launched!

The Australia Talks National Survey found that 60% of Australians consider being able to retire comfortably a problem for them personally. Almost a third said it was “very much a problem”. While we’re now having the discussion about retirement no-one is addressing the retirement elephant in the room, those who are part of the Sandwich […]

Who’s had ‘The Conversation’ with their elderly parents?

You’ve probably heard the expression, ‘You’ll have to take me out of here in a box’. You may even have heard it from your own parents. Reality, sadly, often gets in the way of this desire. To put it bluntly, some people outlive their ability to look after themselves at home and necessarily need to […]

EOFY Super Strategies

It’s June which means winter has officially arrived, and hasn’t it come with a blast, as we all line up for our COVID and flu jabs. So stay warm and if you have a few minutes, how about considering some financial and superannuation tips, as normally put in the too hard basket, but getting a […]