Media


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…




Meet the Team – Donna Martin

We continue our Meet the Team series with an informal question and answer session with adviser Donna Martin.   As a mother of two, Donna is passionate about ensuring that Read more…




Meet the Team – Anna Thom

We continue our Meet the Team series with an informal question and answer session with Anna Thom.   Anna is a member of our Client Services team since 2017 and Read more…




Q & A Series – Meet the Team – Jarrod Lynch

We continue our Meet the Team series with an informal question and answer session with Jarrod Lynch. Jarrod is a member of our Client Services team since May 2016 and 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…




Q & A Series – Meet the Team – Adviser Mark Hardick

We continue our Meet the Team series with an informal question and answer session with Mark Hardick. Mark has substantial experience in the financial industry, and holds a genuine interest Read more…




The Science of Retirement

Retirement is often envisioned as a bed of roses.  All the hard working years are over, and now it’s time to put up your feet and relax. That’s what the Read more…




Grandparents (or Parents) investing for children – Tips

Grandparents and Parents often ask about how they go about investing money into shares for their kids or grandchildren. The tax implication of setting up ownership of these shares can Read more…




Retiring Right: how to navigate life after leaving the workforce

Retirement is referred to as the golden years, most of look forward to the day when we can hang up our work boots but for some people it can be Read more…




Downsizing Dilemma: Should you stay or go?

When you hit retirement and the kids have long flown the nest, many people consider moving to a smaller home, it’s a pretty big decision and you don’t want to Read more…




A new approach | FS Advice Cover Story

Kerry Sydee speaks with our very own David Reed in the cover story of the latest edition of FS Advice (Volume 11, Issue 02). Read what David has to say about the Read more…




David Reed talks Retirement with 2GB’s Chris Smith

David Reed talks Retirement Planning with 2GB’s Chris Smith David suggests “Know what you are retiring to not just what you are retiring from”. Did you know – “The suicide Read more…