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Blog

Can you tell me your net worth?

18/04/2020 2 Minute Read

This is not an actual request... its the start of a more important conversation. If I asked you to tell me, off the top of your head, your current “total...

Christmas Hangover?

14/03/2020 2 Minute Read

So for most of us, Christmas is fast becoming a distant memory. But for others still getting the monthly reminder in the form of a credit card statement, it might...

An Old Lesson From Our Most Recent Bush Fires

26/02/2020 2 Minute Read

A Lesson Worth Learning I wanted to share something that's come out of the recent bush fire tragedy which I think is relevant to everybody. After you go through a...

What does a financial adviser really do?

14/11/2019 4 Minute Read

I often have conversations with people who struggle to understand what it is, that a financial adviser does. Questions about who or how I can help... I’ve done my best...

The Surf Coast Wealth Management Introduction & Referral Program!

29/07/2019 1 Minute Read

Not long after the launch of Surf Coast Wealth Management, we introduced a referral program to thank our existing clients for recommending our services to their friends, family, colleagues, and...

RBA goes back-to-back with cash rate cuts

02/07/2019 2 Minute Read

The Reserve Bank of Australia (RBA) has cut the official cash rate by 25 basis points to a new record low of 1%. Yep, that's right, back-to-back rate cuts within...

Be the change you want to see…

02/06/2019 2 Minute Read

Earlier last month, I met with a new financial planning client, who stipulated her preference for ethical investing. I explained that although ethical funds are a terrific idea, they are...

Found an account transaction error? Don’t foot the bill

09/05/2019 2 Minute Read

Most of us have found ourselves in a sticky situation where we’ve spotted an unauthorised or mistaken transaction on our bank account or credit card statement. Here’s how to avoid...

Lifetime of commission for one bit of advice

23/11/2017 4 Minute Read

There is no such thing as a free lunch... especially in finance... and especially when you're being told that it's provided "... at no cost to you." This is just...

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...

General Advice Warning

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.

You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should also consider the appropriate Product Disclosure Statement (PDS) before making any decision to acquire a product.