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Financial Autonomy

Feb 28, 2024

I started this podcast in 2017 with the desire to put myself out there on what I felt was important in money management and wealth creation, gaining choice. My hope was that in putting that message out into the world, in time I'd attract people to our Financial Planning practice who shared this worldview. It took a...


Feb 21, 2024

It's not uncommon I find, for people to arrive at the desire to achieve Financial Autonomy in their 40s or 50s. Particularly for those with kids, until this point in life it's largely just been survival mode. Money in equals money out. First it's saving a deposit for a home, then it's getting the mortgage under control....


Feb 14, 2024

In this episode, we talk with David Tuckwell of Global X about a few interesting potential satellite ETFs.

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Feb 7, 2024

I received a question recently for my Ask an Expert column where the reader was comparing the annual income they received from their investment property, against the growth in the value of this superannuation fund. Their conclusion, looking at the numbers, was that they should sell the investment property and shift all...


Jan 31, 2024

Investing is all about risk and reward. In endeavoring to build our wealth and gain choice in life, we take on risk with the expectation that we will be rewarded for taking on that degree of uncertainty.

The Oxford Dictionary defines risk as the “possibility of something bad happening at some time in the future”. As...