In the Media
Quoted in Sydney Morning Herald – How to navigate the new world of online subscriptions
I provided comments for this short article published in the Sydney Morning Herald on the changing nature of payments. I have noticed over the last 10 years that our Sydney Financial Planning clients are spending more on subscriptions for things that in the past they would pay a...
Article in Genworth Publication – The perils of using unsecured loans or credit cards for a deposit
I was invited to write for Genworth on the matter of using debt to fund deposits (which should be provided in cash). I have come across this once or twice before when providing financial planning advice to clients in Sydney. With the high cost of living, it can...
Quoted in NRMA magazine – Helping the kids out
Written for The Australian – Hidden catch of transition to retirement pension schemes
I recently wrote this article on a pitfall of starting a transition to retirement pension (TTRP) from a financial planning perspective. TTRP's can be a good retirement planning tool as it allows people to reduce their working hours but maintain their full-time pay by drawing money out of...
Quoted in Sydney Morning Herald – Boomerang Generation
I was recently interviewed for an article in SMH.com.au. The subject was children who leave home but then return as adults to stay with their parents again. This has been an increasing trend over the past few years as young couples try to save more...
Quoted in Sydney Morning Herald – Picking up the tab for Generation Boomerang
Property vs Shares
One of the most common question people ask their financial advisor is whether it is better to invest into property or shares. In reality there is no “better” choice but instead advantages and disadvantages to investing in both.
Property
Property’s first advantage is...
How You can Get Ahead and Beat the April 1st Health Insurance Price Hike
3 Reasons to Reconsider Locking in the Interest Rate on your Home Loan
Following the RBA's decision to hold the cash rate at the historically unprecedented low of 2.25% this Tuesday many Sydney-siders with mortgages are seriously considering fixing the interest rate on their home loan. This would entail increasing the interest rate on their mortgage over a...
