by David | Nov 22, 2019 | Budgeting, Financial Advice
Christmas without the credit card Yes! The festive time of year is upon us and you may be starting to share a little Christmas cheer. That’s all well and good, but for many, Christmas can be a financially stressful time of the year and lots of people start their New...
by David | Oct 30, 2019 | Budgeting, Fin Tech, Savings
The traditional budget is dead and the future belongs to money apps Have you ever wondered why, like so many people, your savings haven’t increased much over the last 5 years? If you’re earning a combined family income of, say $150,000, that’s an income of approx...
by David | Sep 17, 2019 | Financial Advice, Goal Setting, Savings
If you’ve been thinking about buying your first home then, congrats! It’s an exciting thing and probably the biggest purchase you’ll ever make (no pressure!). You may feel a bit of “analysis paralysis” which can be overwhelming. To keep things simple, I’ve put...
by David | Jul 31, 2019 | Financial Advice, Goal Setting
Communication is civilisation. I learnt this right at the start of my career in financial advice and it is something that I constantly refer back to, when putting together strategic advice for my clients. Now even though most couples might be on the same page when it...
by David | May 23, 2019 | Financial Advice
So, you think you might need some financial help, but reckon you can go it alone. Afterall, there’s so many podcasts, blog posts, YouTube videos and books (hello Barefoot Investor!) that can help you do it all without a financial adviser right? It’s true that there’s...
