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16 December 2010
Beware of Scrambled Investment Advice
Like many people, I usually flick through the national newspapers over breakfast to see what’s happening in the world. But whether I’m having my eggs fried, poached or boiled, the economic headlines are always the same – scrambled ...
31 August 2010
We’ve improved our website
You’ll notice significant improvements to our website when you log in.
15 July 2010
New years resolutions
The start of a new financial year is when many people start thinking of their own financial situations. Meeting Collie clients and friends, I am asked: Where are we now? Where would we like to be? How do we get there? These are sensible questions and we all need to find our own answers.
28 June 2010
Protect your best asset
Ask most people what their most valuable asset is and they will generally say "my home", "my superfund" or perhaps "my investment property". While these may very well have a high financial value, for most people of working age, their most valuable asset isn’t to be found in bricks or mortar or any investment statement.
30 December 2009
Crunch time for advisers on investment
John Atkinson, the chief executive of Plan B Wealth Management, is also commendably frank about the shortcomings of his industry. ...
18 November 2009
The rewards of staying in the right seats
30 September 2009
Beware solutions from 'married' adviser
Marital relationships may seem a strange subject to bring up in relation to your financial adviser. And I don’t mean it literally, of course. But the kind of relationship your adviser has with the companies whose investment services they use is an important one. It may even make you view your adviser in a very different light.
23 September 2009
Solid financial adviser will help bring better returns
With Financial Awareness Week upon us, some readers may be contemplating using the services of a financial adviser. But how do you tell the difference between those advisers whose interests are aligned to yours, versus the ones who are only out for themselves?
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