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Financial Autonomy

Mar 30, 2022

How do we juggle the desire to save for the future, with the need to live life to the fullest today?

Is 6 months of backpacking around Europe in your 20’s more valuable than being able to buy a beach house in your 50s? Is pushing hard on the mortgage today the wisest course, or would you be better off easing up a bit...


Mar 23, 2022

This podcast is about gaining choice. Our guest today is a podcasting friend of mine who has gained choice through changing her career trajectory to get into an area of personal interest. Normally it's Nic doing the interviewing, so today we'll see how she goes in the role of podcast guest.

 


Mar 16, 2022

There is always a degree of volatility on investment markets. But there are times when world events raise the level of worry and uncertainty, causing markets to seesaw, sometimes violently, from one day to the next.

As investors, this sort of activity doesn't put us in our happy place. A slow and steady upward climb is...


Mar 9, 2022

Nearly every client I work with who has children give some thought to how they might help them out in adulthood. For those with young or teenage children, the thoughts are often around assisting them into the property market via a lump sum gift to bolster their potential deposit.
For clients whose children are beyond...


Mar 2, 2022

In this week's episode, I break down how some of our clients have used the incredibly generous capital gains tax exemption for primary residences.

 

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