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Author: Daniel Twentyman

Budget for a very merry Christmas

20/11/2017 Budgeting

Budget for a very merry Christmas A bit of planning and forethought may help take the financial stress out of Christmas. Christmas is a happy time of year that brings...

Key-person insurance

13/11/2017 1 Minute Read

Key-person insurance: Protection for your business How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with people’s lives but also with...

Reduce stress to cut your heart attack risk

04/10/2017 1 Minute Read

A new study links stress with heart disease, but there are easy ways to stay healthy and protect your heart. Stress is part of modern life but a new study...

Look for help to get into the housing market

03/07/2017 2 Minute Read

Governments across the country are offering incentives for first-home buyers. You just have to know where to look. Buying your own home is the largest purchase most people will make...

A Trap for Young Players

04/05/2017 2 Minute Read

The allure of the property market for first home buyers is hard to resist. Home ownership is considered a rite of passage for new couples. The problem I see more...

Surf Coast Times Editorial

13/04/2017 2 Minute Read

This busy Easter weekend, see's my first foray into the local paper. Rather than rehash the article in this post, I have attached the link to the article for your...

A low income is not an obstacle to building wealth…

28/02/2017 2 Minute Read

...Unfortunately, a negative mindset is. There are a myriad of books available on how to put yourself and your family ahead of the financial curve. Yet people still find themselves...

The Financial Planning Industry is Lucrative… or at Least it Was!

04/01/2017 4 Minute Read

A lot goes on at your Initial meeting with a Financial Adviser. In essence, they will work with you to identify both your short and long-term objectives, then assess if...

Not all Personal Insurance is Created Equal

12/12/2016 5 Minute Read

Not all Superannuation funds are created equal either, and Financial Planners… Well they are certainly not created equal. But these are stories for different posts. When I talk to people...

Breaking Down Personal Budgeting

30/11/2016 4 Minute Read

Recently I have had a number of people reach out to me seeking help getting their personal finances in order. These chats generally start with budgeting which inevitably moves to...

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The information contained in the ‘Surf Coast Wealth Management’ Blog page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

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