Our financial advice process- part 1: the enquiry
When it comes to dealing with businesses, I always like to know what I’m in for. This may be a millennial trait, but if I don’t know what […]
Tag: FINANCIAL ADVICE
My feelings on this whole afterpay thing
I am partial to the odd online clothes shopping spree. As time goes on, the range, service and information available make it easier and easier for me to […]
How to plan for 2017 like a financial adviser
Regardless of whether you like to make a new year’s resolution or not, the new year always feels somewhat like a fresh start. For most people, they have […]
Case study- young professional couple buying their first home
One of the biggest challenges that I have as a financial adviser, is explaining in a very short period of time, the value that I can add. […]
‘I earn good money, I just don’t know what to do with it!’
This is how 85% of client conversations start. Does that sound familiar to you? Typically, the majority of people I see for the first time are singles and […]