How much money do I need to retire on the Sunshine Coast? Ahhh yes, good question! This is one of…

Recently I met a couple in Buderim on the Sunshine Coast.  They had a Self Managed Super Fund (SMSF) but…

I’ve worked in financial markets for over 25 years. Even before this I had a keen interest in financial markets….

How do I invest inheritance? How do I invest my bonus? How do I invest lottery winnings? The following information…

Mortgage Brokers Commissioner Hayne recommended the borrower, not the lender, should pay the mortgage broker. Hayne proposed that commissions be…

The Barefoot Investor Book Review (barefootinvestor.com) The author has a cult-like following so I thought I better have a read….

Find a local Financial Adviser Find a local Financial Adviser using the industry’s professional association, The Financial Planning Association, https://fpa.com.au/.  Members of…

First Meeting   Generally, advisers won’t charge you anything for the first appointment.  This is a good opportunity to see…

Here are my top seven investment rules for success based on over twenty years working with clients as their adviser:…

I love to invest in shares AND Sunshine Coast residential property.  Unlike the other two major asset classes – cash…

Want to look at your Investment Goals? Want to know what to do with your Payrise? Best way to invest…

Your Income After being a financial planner on the Sunshine Coast for many years it has become obvious that it…