Whilst we may know we are likely to receive an inheritance, what we actually receive can come as a surprise. This client story reinforces the importance of discussing your legacy with your children. The clients Gavin and Stacey recently came to see me after Gavin’s father passed away and they found themselves the recipients […]

I recently worked with a lovely Sunshine Coast couple, Sally and Ted, who had a dream lifestyle that they weren’t sure how to realise. Here’s how financial advice made it possible. The dream Ted is a FIFO worker and they both love to travel in their caravan whenever possible. They dreamed of traveling around Australia […]

This client story highlights the importance of ensuring client needs are regularly reviewed and advice strategies adjusted accordingly. Client goals, circumstances, and needs can change over time, so it’s important to make sure your financial advice evolves and continues to support those changing needs. I met a retired couple who had entered their retirement with […]

I was speaking with one of my clients recently and they shared their story of a very near-miss with a scammer whilst trying to sell their car. Scams are particularly topical in the media at the moment and I thought it worth sharing my clients’ experience as a reminder of how scams continue to evolve […]

Sometimes I meet clients whose investments simply don’t align with their actual needs, and their financial advice has become more complex – and costly – than necessary.   I worked with clients who came to me with very simple retirement needs. They were paying an ongoing advice fee of ~$3,000 per annum to their former […]