Tag: goals

My secret to successful New Year money resolutions

Every year we feel compelled to start the new year with a New Year’s resolution or two. It starts off great, whether it’s to get fit, or start saving money. Two months in, we start to waver and by three months most of us have given up as life just gets in the way. Sound […]

Top 5 tips to teach your children about Money

Tip #1 They need to learn how to save Something they can see every day and an amount that they are not going to miss, and finally make it regular (weekly for example when paid pocket money). The traditional piggy bank is a great idea but there are plenty of different types on the market […]

Top 8 tips to enjoying a ‘rich life’

After being a financial adviser for over 30 years and helping many people to financial freedom and retirement, I have definitely learnt that having a ‘rich life’ is far more important than ‘being rich’.  As having all the money in the world is useless if you don’t have your health and not happy with life. […]

Getting your money under CONTROL!

Analysing your spending habits with a budget can be difficult, but it is the core of any good financial plan. I know budgeting to most people seems like a dirty word as it implies missing out on all the good stuff. Whereas when I explain it to my clients I simply say, having a budget […]

Make a Plan – Staying Accountable

It has always seemed strange to me that while anything I competed in growing up or had goals for, such as playing soccer, cricket, even ballroom dancing (it can get mean out on the dance floor), I always had a coach.  Someone to teach me, set a plan of action and then keep me to […]

Educating your children on Money

You may have missed it but last week was World Financial Planning Day (6th October). An interesting statistic from their website was that 4 in 5 Australians aged between 18 and 39, would like to “spend time a with a financial planner who could help them achieve their money and life goals” (FPA ‘Gifts That […]

7 Habits of the Rich

Thomas C. Corley, an American financial planner spent 5 years studying the habits of the rich and poor. He looked at 233 people who had more than $3.2 million in net assets and looked at how they lived, what they watched, etc. He also researched 128 people who earnt $35,000 or less per annum income […]

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 […]

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 […]