Archive for April, 2008

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Risk Management:Its up to you.

Much has been written recently about how to restructure investment portfolios and what to do with your money given the current turmoil surrounding investment markets. Some of this has been good advice, some a bit questionable. But it does however highlight the need for strategies to

25Apr2008 | admin | 0 comments | Continued
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Defensive investing

Last week I went to Sydney for a conference on one of the areas of financial planning that I feel is so critical, that if you do not incorporate it into your portfolio, then there is no real point in taking any further steps – by that I mean incorporating personal risk insurance into your [...]

23Apr2008 | admin | 0 comments | Continued
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When financial planning is not financial planning.

This week we did some work with a family where the mother of the family, at the sprightly age of 90 has just decided to move into a residential aged care facility.
Sometimes called nursing homes, it’s not until you are faced with helping a person make the transition from independent living that you actually appreciate [...]

21Apr2008 | admin | 0 comments | Continued