Planning Strategies

Where Can I Buy a Crystal Ball?

I was playing a round of golf last week (and I use the term golf very loosely) when something I saw prompted me to write this article. I was at the ninth tee and there was a bench where you could rest your weary bones and try to analyse where you were going wrong with [...]

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Ignore Investment Noise

“It must be true, cause I read it in the papers, didn’t you?” This is the title of a song from the Musical “Can Can” written by Cole Porter. Along with my good friend Dean Anderson, we mangled this and a raft of other tunes whilst performing in the school musical production back in 1981. [...]

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Insuring Your Most Valuable Asset – You

Most people insure there homes, their cars, even their pets. But they fail to insure what is most likely their most valuable asset. YOU! Paying the mortgage or rent, groceries, bills, kids schooling etc all rely on either you or your partner (or both) generating regular income. Australians in particular have a ‘she’ll be right’ attitude towards these sorts of things. We always assume ‘it won’t happen to me’. But it does happen to someone. Here are a few statistics;

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Do I Have Enough Life Insurance

It’s not something we like to think about, but it’s important to consider what would happen if the family’s main income earner passed away, suffered a critical illness or was permanently unable to work due to sickness or injury. If you were to add up the cost of all the things your partner or family [...]

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What is my Risk Profile?

Investors have different attitudes towards risk. Before you start investing, it is essential that you understand your risk profile or your tolerance towards risk. Some assts fluctuate more dramatically than others; especially in the short term. Understanding your tolerance to risk means that you can be more comfortable with these fluctuations and helps to create [...]

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