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The role of a portfolio/fund manager is purely to work money and get the best return. We believe a good financial adviser spends most of their time with clients discussing what is ...

QSuper and many other superannuation funds have a default investment strategy that automatically invests your money in different assets determined by your age. These strategies, co...

Industry funds around the board have pushed the message that "everything we do is for our members" implying they are doing what's best for you and that they are providing you with ...

We have come a long way from our first podcast  "001 Downsizing your home, instead of your lifestyle", especially with the quality of our production and the number of real listener...

A great listener question to discuss, but the answer can vary greatly depending on the particular person this relates to. However, a few of the main options for you to look at. Goi...

When it comes to buying a car, a lot of people tend to look past the opportunity costs and how much of a difference they could possibly make to their retirement savings. We practic...

In this episode, Michael and Dallas respond to a listener question on investing money outside of superannuation. They explain why they believe in the same investment philosophy (in...

We often have people wanting to book a meeting with us but have a partner who is not too keen on seeing a financial adviser. We make it a rule to have both partners on board with t...

In recent times, people have been thinking of $100,000 as a small amount of money when it comes to spending. So, why not think of it as an amount that can be saved in your superann...

Retirement is a huge change in somebody's life and their current lifestyle, in many cases this adjustment might be too much. Michael and Dallas discuss different ways that you coul...

This episode discusses the big difference that a small change can make to your retirement savings balance, and how a combination of these can make an even larger difference. For al...

All the data and information needed to create a financial plan is accessible, however, it usually isn't put together in a way that can help you make a well-informed decision. It's ...

When a bank does something that reveals a lack of care or understanding, don't be shocked or surprised; it's their role. Their primary role is to bring money in and lend it out at ...

Thank you for the listener question Colette. This episode explores Life & TPD cover and the types of questions you need to ask yourself when it comes to determining how much in...

One of our abilities that we pride ourselves in having, is being able to see what our client's natural strengths/attitudes are, as well as their weaknesses. These can range from sa...

When it comes to retirement savings, there are a select few numbers that are more important to your retirement savings than others: 8% - Average a return of 8% every year through i...

When borrowing money, you are making a decision now that your future self will need to pay for (in the form of loan repayments). It's important to truly think about whether or not ...

In this episode, Michael and Dallas discuss why 60 year olds are much more employable than they think, especially in regards to doing part-time work in retirement. When you are 60 ...

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