I have a client who is a 38yo male, single dad and we were working on his budget to determine his total cost of living. I noticed an amount of $22 pm kept appearing from an insurance company. I asked him about this and he said it was funeral insurance. When I contacted the insurer […]

I just returned from the holiday from hell! I went to Phuket and for the first 4 days there was tropical torrential rain that didn’t stop. All sightseeing tours were cancelled, beaches were closed night-markets did not happen. On the fifth day when the sun finally poked its head through the clouds my partner Chris […]

Often, when I tell people I’m a Financial Planner they look at me with that look; you know the one I’m talking about.  It says “I have a pretty vague, pre-conceived idea of what you do for a living and I’m not willing to have my mind changed!”.   More times than not, their pre-conconceived idea […]