What insurance do I need? Lately we have been talking about savings and ensuring you have enough in the event you were unable to work… for many people that time came this year due to Covid-19. So in hindsight we needed to have 6 months of savings but the reality is most of us don’t […]
How much do I need in my savings for a rainy day? There is no one size fits all to this question, we all have different needs and lifestyles. Also many of us are already stretched so to save when you are living from one pay cycle to the next can be challenging. I do […]
Give your Super some love. Understand this could be the biggest asset you will ever own. Now if you are overseas you may call your retirement savings something else but these concepts are universal: Know where your superannuation is… many times I have clients come to me with multiple funds, not only is this expensive […]
Working from home for some people has been a novelty during this COVID-19 crisis. It certainly has had its challenges especially for those who have school-aged children or younger. I have worked for myself for 11 years and during this time most of it has been at home, so although my business is well set […]
I have had more inquiries about the new Corona Virus Stimulus package and who it may help. Please feel free to forward this on to your loved ones. Below is a brief outline of each with a link to the fact sheet. The Government is reducing superannuation minimum drawdown requirements for Account Based Pensions (ABP) and […]
stay-at-home png from pngtree.com Over the past week I have been taking calls, responding to emails and text message from clients, friends and family all worried about the financial uncertainty we are facing. Although I don’t have all the answers, I am working on gathering information as the news unfolds so I can be of […]
Image from www.cnn.com This disruption has had rippling effects across many nations and economies. No one is unaffected by this – regardless of how much you have in your pantry, how much stock of toilet paper or hand sanitizer you have, or how prepared you are if you get sick – but your investments and […]
During my training as a money coach I came across this concept – a name I really liked because as a financial adviser I have found that many clients of mine struggle with the relationship with their money, which lead me to be fascinated by behavioural economics and then that led me down the path […]
