This session focuses on how you can enhance the financial planning process through evolving your clients’ mindset and behaviours with money. It’s about working with them to understand their true goals and values and how the subconscious mind has a lot to do with their current situation. We will also provide a brief overview of […]
What is a better investment? Business photo created by jcomp – www.freepik.com This is one very common question and often one that surprises people when I answer. First, there is no right or wrong option here and we certainly are not comparing apples with apples. Personally, I do believe there is a lot of noise […]
You can create the best financial plan in the world, but unless you have identified the heart of your client’s goals and they have positive and empowering thoughts, beliefs, patterns and mindset around money, it will be very challenging to see true financial success for your clients. Join us, together with Cara Mollica and Jacqui Henderson […]
This is such an important topic, and I want to encourage not only my industry friends / colleagues to register but everyone… YEP that’s right.Financial abuse occurs within all sorts of relationships and although an adviser may recognise it when dealing with clients direct, you may have a work colleague, friend or family member affected […]
Over the past 12 months I have reviewed many super funds. With March and April 2020 investments globally falling out of bed it was a serious concern for many people. Not all my clients move their super to be managed by me…. That is until a global pandemic which had an economic rippling effect. Often […]
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Join AFA Inspire NSW, and guest speaker Heather Porter for “The 6 Step Digital Marketing Plan” on the 5th of May at 6pm. And learn how to get more clients from your website and social media. For more information and to register – https://buff.ly/3swbWuK
As we get older, we are faced with the reality of funding our retirement, and to many this thought can be overwhelming and daunting. So, this is an article that gives you a few ideas on how you can boost your retirement savings. There are rules when making contributions to super, but you are not […]
SG Super contributions set to increase July 2021 to 10% and will increase each year by 0.5% until 2026 Now, this is only 0.5% of what our current Super guarantee is (which is 9.5%), not much right? Well, I guess that really depends on how much you are earning, and this can make a BIG difference in the long […]
On the weekend my husband saw the front page of the Sydney Morning Herald on an article about a Sydney “financial adviser” who went missing around the time ASIC raided her multimillion-dollar home in Sydney’s Eastern suburbs. Friends saw her go from a modest unit in Surry Hills to an extravagant lifestyle… And now investors […]
