Category: How does it work

The Surf Coast Wealth Management Introduction & Referral Program!

29/07/2023 1 Minute Read

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...

The Queens Gambit. The rules of the game don’t change

01/02/2021 5 Minute Read

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...

Buffett’s $1 Million Challenge

27/01/2021 4 Minute Read

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...

Offset account vs redraw facility – the tax difference

05/12/2020 2 Minute Read

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...

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...

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