Top Ten Myths About Financial Advice – And Why They’re Costing You Money
Top Ten Myths About Financial Advice – And Why They’re Costing You Money

There’s no shortage of misconceptions about financial advice. From outdated stereotypes to straight-up myths, these misunderstandings often prevent people from seeking the help they need to build wealth, protect assets, and plan for the future. In a world where financial complexity is growing, these myths could be costing Australians thousands – if not millions – […]

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2024 Year in Review
2024 Year in Review

‘Twas the night before Christmas, and all through the house, Not a creature was stirring, not even the RBA mouse. While rate cuts abroad brought cheer and delight, Australia sat waiting, holding on tight. As we reflect on 2024, it’s clear the year was shaped by global events, economic resilience, and a series of milestones […]

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A Step Backwards: Lowering Standards in Financial Advice Puts Clients at Risk
A Step Backwards: Lowering Standards in Financial Advice Puts Clients at Risk

As a financial adviser with over 15 years of experience, I’ve witnessed the financial advice profession undergo profound and necessary changes. These reforms, while challenging, were instrumental in raising the industry to a professional standard that inspires trust and delivers better client outcomes. However, the government’s constant tinkering with education and regulatory requirements risks undoing […]

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