Earlier this month I presented at the Adviser Edge Conference - the world's first Social Advice Summit. Over three days some of the leading advice professionals from around Australia gathered to share ideas and learn about the future of advice. There was no discussion about the latest investment product or how compliance or regulation is affecting … Continue reading The Future of Advice
My first post for the year focussed on the key steps you need to take to achieve your goals. I said I would use one of my big goals for this year to illustrate how the process works. This year I'm going to ride 6,000km on my road and mountain bikes. Indoors doesn't count. It's … Continue reading One of My Big Goals for 2013
In late 2011 we reviewed insurance for one of our clients and added some additional cover that he didn't previously have. In less than 12 months he unfortunately had reason to claim on the cover we had added. Had we not done the review - he wouldn't have had the cover. It has made a … Continue reading When was the Last Time you Reviewed your Life Insurance?
I've been spending more time recently talking with clients not just about their goals but the question of - what is really important to them? I was reminded again today of just how important this is. A nurse who worked with patients in the final months of their lives recorded the five most common regrets … Continue reading What is Important to You?
In a post last year I outlined the steps to Take Control of Your Cashflow. There are plenty of lists like that around. I'm sure you've seen them before and probably read them too and thought - that's a good idea, I should do that. Well what are you waiting for? If you are serious … Continue reading Take Control of Your Cashflow – Time to Do It
Welcome to the start of a new year - I can tell you I'm looking forward to making 2013 my best year yet! A new year is the time for new year's resolutions and plans. According to the Journal of Clinical Psychology these are the Top 10 New Year’s resolutions: Lose weight Get organized Spend less, save more … Continue reading 5 Key Steps to Achieving Your Goals in 2013
A common question I am asked is "Do life insurers try to avoid paying claims?" Here I discuss the claims process with Chris Zegers, Business Development Manager at Macquarie Life.
Recently I delighted to be named as a finalist for the Financial Standard Social Media Influence, Leadership + Excellence (Smileys) Scholarship. In this video I discuss the way social media and digital strategy is changing professional advice.
The RBA yesterday cut the cash rate by a further 0.25%. Great if you have a mortgage but not so good if you are relying on interest or term deposits for your income. Here are a few ideas for both sides of the coin: Winners Home Borrowers - take advantage of the cut and get … Continue reading RBA Cuts Rates – Winners and Losers
Insurance advice is about more than just selling a policy. It provides protection, comfort and can ease the financial concern.
