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 […]
This afternoon a newsletter popped into my inbox, I always glance over them late in the afternoon or before I start my day. This one struck me. The header: What happens if you lose your job? To me (as a financial adviser and money coach) seemed like an obvious question….. But unless you are seeking financial […]
This morning I sat and watched the sunrise. I reflected on this year… We have reached past the halfway mark and what a year it has been – possibly one of the toughest in quite some time. I am reading Brene Brown’s book Daring Greatly, I had already read her book Dare to Lead, and […]
So why be a money coach when you are already a financial adviser? The answer is simple… For years I have been advising clients on investing for their retirement, salary sacrificing to reduce tax and increase wealth, on personal insurance matters and personal cash flow management. I found the short term and medium goals that […]
I had the opportunity to be interviewed by Clayton Daniel from XY Adviser. Here it is in case you missed it.
After two failed business in the financial services, a single mother of 3 children (at that time under 5), I set out to start all over again. This time setting up my own financial planning practice – after all I knew it was possible, I had managed to do if for a private firm with […]
