Professional advice
The financial planning profession, if we can yet call it that, has recently been hit with some pretty bad press, and for good reason. For all the bad eggs out there however, there is great value in finding a...
The financial planning profession, if we can yet call it that, has recently been hit with some pretty bad press, and for good reason. For all the bad eggs out there however, there is great value in finding a...
When it comes to helping clients manage their money, we seek partners who are consistent in their approach, clear about their purpose and look at managing the investment as if it were their own. My practice has worked closely...
There is a lot of talk, particularly in the news about ‘What if Trump gets in?' ‘What if he doesn’t?’ ‘Does it really matter?’...
Our preferred money manager, Dimensional, has an approach to investing money that continually seeks to add value, irrespective of the size of the saving. As long term investors, the firm appreciates that every dollar counts and fight hard to...
As a small business owner, Ted is acutely aware that when you invest in an advisor you weigh the benefits of their advice against the costs involved. Having known Bret for several years and heard positive feedback from others who...
Sean and Bret have known each other since they were schoolmates, though Sean recalls that it was only when his kids came along that he started to seriously consider managing and protecting his income and – one day – his...
Approaching retirement twelve years ago, Phil realised he didn’t have a financial advisor with a long term interest in ensuring his dreams became reality. His existing financial planners came through one of the big banks, which meant every six months...