Category: How does it work

In the complex world of finance, even the most astute people can fall victim to deceptive schemes. Recently, I learned of a relative who, despite their success in business, was...

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

If you recently watched The Queen's Gambit, you may feel the lure of giving chess a crack, playing a game, and testing your abilities. But when you do for the...

For nearly 60 years investors have hung off every word Warren Buffett has said, much in the same way sportspeople follow a meteorologist. He has had the most robust consistent...

Most modern mortgages come with a redraw facility or a mortgage offset account. Sometimes they come with both… but which one should you use? With a redraw facility you can make...

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...