Author Archives: David Reed





TRAC Most Valuable Practice Award

Last month our office manager Tracey Parkin represented TRAC with attendance at the dealer group’s Executive Education Program.  Tracey attended Yale University for a management course and also visited global Read more…













Podcast of the Month

MIT’s Age Lab’s Joseph Coughlin was recently interviewed by the US postal service (UPS) recently.   Joseph Coughlin is a leading expert around ageing and retirement as well as the Read more…





The Price of Success

On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…







2019 Federal Budget Impact

How does the Federal Budget affect you?  The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans Read more…





Price of Success

On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…









Video: The Myth of Forecasting Markets 

Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…







Client Wins

  Another channel we created within Slack is our ‘Client Wins’. It’s important that all of the team, including those in the back office working on the administration support and Read more…







Insights to giving blood

  For the past couple of years, our office has been utilising an internal communication platform called ‘Slack’. Slack is a type of instant messaging service that eliminates the need Read more…























Accident Cover Life Insurance

Accidental Cover Life Insurance The royal commission this week is examining insurance companies and the direct outbound call centres that sell their products. The Australian Financial Review reported that the Read more…









Plan for an EPIC Retirement

Your EPIC Retirement Plan   Our new retirement video highlights four key areas to a thriving, successful retirement. Consider the opportunities that come with seeing retirement in an entirely new light. Read more…

































































Retirement Advice Glossary

Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…































Retirement Success

Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…







Modern Estate Planning

Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…



Do It Yourself Investing

In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…