In the Media
Quoted in Sydney Morning Herald – Gen X and Gen Y
Over the years I have helped many Sydney Gen X & Gen Y individuals and couples get their finances on track. The main reasons that they have sought professional financial planning advice has usually been one of the following:
- Wanting to purchase a property, upgrade property or pay off the...
Interviewed on Triple J – Buying property with friends
Last week I was asked to appear on Triple J to discuss buying property with friends and family.
The interview starts at 18 minutes and some tips and points to consider are discussed. Below are a few tips from the interview:
- Have a Will so that in something happens, the property...
#23 in Wealth Professional Top 50 Financial Planners for 2012
James Gerrard has been named one of Australia's top 50 financial advisers by Wealth Professional.
James has been ranked number 23rd in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list.
The recent article was published in Wealth Professional magazine (August 2012...
Quoted in The Age – Sibling Squabbles
I was recently interviewed by The Age for this interesting article that explored some of the unfortunate issues that can arise as a result of assuming control of a elderly parents financial affairs. The article focused on sibling rivalry and fighting that sometimes occur when one child is made Power...
Quoted in Sydney Morning Herald – Second-time-rounders get real
In this article written by Sylvia Pennington, I was quoted on my experience with couples who get married later in life. Do they combine finances or keep them separate given issues such as inheritances and children from former marriages. I found that the majority of my financial planning clients who...
Quoted in The Australian Financial Review on shares and dividends
The article was discussing the lowering interest rate environment and the alternatives people have to holding cash. I was asked to comment on moving clients from cash into shares. In 2012, there has been a pretty strong bias towards stocks that pay high dividends. Companies such as Telstra and the...
Written for The Australian – Over 50s discover it’s tough to get a home loan
In this article, I interview mortgage broker Alex Woo and discuss the various factors affecting people who are over the age of 50 and wishing to borrow money from banks to purchase or refinance. It was interesting to discover that there are separate rules for those under the age of...
Quoted in BRW on borrowing to invest in shares
In this article, I discuss some of the considerations when thinking about borrowing money to invest in shares. This is a very high risk strategy as borrowings adds leverage which magnifying returns, both positive and negative. Only investors with a high risk tolerance and long-term investment horizon should consider this...
Quoted in the Australian Financial Review on life events
In this Financial Review article, I spoke about the financial planning I recently undertook for a Sydney couple who were looking to start a family and plan for the future. This included saving money to purchase a property, budgeting better, sorting out their super accounts and getting some basic income...
#23 in Wealth Professional Top 50 Financial Planners for 2012
James Gerrard has been named one of Australia's top 50 financial advisers by Wealth Professional.
James has been ranked number 23rd in the country according a Wealth Professional analysis recently conducted. The award recognises dedication and hard work carried out by the top advisers named in the list.
The recent article was published in Wealth Professional magazine (August 2012...
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