Blog posts

If your pipe breaks you call the plumber, if the powers out you call the electrician. But, if your finances are broken, what do you do? For most people, it’s a case of ‘hope for the best’.

It’s the old “Jack of all trades master of none” situation for many. We all have our strengths and weaknesses and while you likely wouldn’t call in the electrician to change a light bulb you would to re-wire the house. We all have a level of knowledge and ability to manage things to a certain point, but we need to be conscious of when it is time to reach out for assistance.

Personally, I have tried to make use of professionals whenever the time was right. When recently going through the process of purchasing a property I needed to call upon a range of professionals for specialist opinions. While I had a sound knowledge of what I wanted for my mortgage arrangements and what property I wanted to purchase I needed to outsource the process where possible. My home loan was established via a broker who could quickly compare a range of lenders for me in an instant, as well as covering a large amount of the paperwork requirements. For me, one of the best ‘investments’ I made was in a buyers advocate. While we all have an idea of what property and area we want to make home (or invest in) the ability to converse with a party who has no emotional attachment to the purchase is something I could not put a value on. Believe me after months of searching, losing bids at auction and failed negotiations it can all become a little overwhelming without a steadfast sounding board!

In my opinion I have a strong belief that investing in others is the greatest way to invest in yourself. Don’t ever be afraid to reach out to someone, ask a question and see what they have on offer. They are the master of their field for a reason.

Recent blog post

Let the specialist do what the specialist does best! - By Ben Kemp

If your pipe breaks you call the plumber, if the powers out you call the electrician. But, if your finances are broken, what do you do? For most people, it’s a case of ‘hope for the best’.

Read More

Times are a changing…. - By Ben Kemp

Instant gratification. Everyone wants it, everyone needs it, everyone craves it, and generally everyone these days seems to manage to get it! But what impact does that have on our medium and longer term “gratifications”?

Read More

Wait…it costs how much?! - By Caitlin

I was so excited when my partner proposed to me that I completely forgot all the ‘Yes, of course!’ lines I’d rehearsed in the mirror and something along the lines of ‘what are you doing?’ fell out of my mouth instead. Very shortly after our engagement was announced, everyone started asking ‘have you set a date yet?’ and honestly, the wedding planning questions haven’t stopped since.

Read More

I’m embarrassed… - By Teresa

I have to admit that I knew nothing about superannuation before I started working for a financial planner. No one ever told me the advantage of looking after and growing your super and how, with the right advice, you can plan to have enough money for the things you need and want in your retirement!

Read More

Toto, I've a feeling we're not in Kansas anymore - By Jay Burke

Like Dorothy, many financial advisers and consumers are awakening from a dreamlike psychedelic decade to find themselves in OZ, a new world of Crypto currency, Robo Advice, Acorns, Instagram investment gurus and the internet of everything.

Read More

Retirement. What does that mean? - By Peter Burke

I suggest it’s a very very bad use of terms. Why do we work for 60% of our lives, often doing stuff that we really don’t love? Do we do it to fund our lifestyle? To feed and educate our kids? To pay off our house mortgage?  Perhaps also it’s to fund this mystical thing we call retirement. What does this really mean?

Read More

But, where do I start? - By Ben Kemp

The question on the lips of so many everyday Aussie’s: “Where do I start?”

Read More

Get Started

Come and chat with us about how we can help.

Learn more