In the Media
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...
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...
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...
Things to consider when planning for a family
Starting a family is a life changing event. Most people think about the lifestyle changes associated with having a baby, but few give adequate consideration to the financial impacts. When planning to start a family, there are a few financial considerations that you should try to plan for before the...
Quoted in Australian Financial Review article
In a recent Australian Financial Review article titled 'Spruce up your finances in six steps, I am quoted under the step 'Reassess your portfolio'. In these uncertain times where share markets are volatile, I mention that it may be prudent to reassess the stock in your current investment portfolio or...
Quoted in SMH article – Are you rich or not?
By Sylvia Pennington.
Identifying what puts you into the wealthy club has become more subjective than ever.
Back in the day, 'millionaire' and 'rich' were considered synonyms, but it's not so straightforward in 2012, when six figure salaries are commonplace, and a spare million dollars buys...
Quoted in smh.com.au article on school fees
How to account for school fees
Sue Hoban
January 15, 2012
Paying for children’s education can be a costly business but options are available for parents who want to ensure they get a head start.
Many parents bracing for the inevitable post-Christmas influx of back-to-school bills might now be rueing the fact they didn’t...
Quoted in The Sunday Telegraph on meeting education costs
Parents go into debt so they can send their children to private schools
By Laura Speranza Education Reporter The Sunday Telegraph
PARENTS are increasingly taking out personal loans or refinancing mortgages so they can send their children to private schools.
Families are so desperate to keep their children out of the public school...
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