Women pay a price for ignoring their finances
This article appeared in The Weekend Australian 19 June 2021. Women need to have control over the key financial decisions in their lives. Women and men should have zero tolerance for financial advisers who don’t work with them equally. Yet a recent UBS report (Building bridges, breaking barriers) revealed that half of married women defer […]
Melbourne investment advice quarterly April 2021
As investments prepare for takeoff, take a moment to find the exit sign
The article originally appeared in The Financial Standard on 12 April 2021. In March I took my first business flights for 13 months, though there was a back-up video-conference plan. And at the end of March, I was booked to take a vacation trip to Byron Bay. At the last minute, Byron became a COVID […]
Expect the unexpected when keeping your finances in order
This article originally appeared in The Weekend Australian on 6 March 2021. Sudden events, such as unexpected lockdowns, prompt us to inquire whether our financial affairs are also well prepared for the unexpected. At all times we need to have our financial data up to date and secure. We need trusted others to be able […]
The 12 ways of Christmas for smart investors
It’s time to take stock of how you invest and what you might do next.