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Category: 4 Minute Read

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...

News from the coal face

24/11/2020 4 Minute Read

 - The change that we've wanted to see! I like to get my news from financial institutions, their fund managers and analysts. It's not because I don't believe the journalists...

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...

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...

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...

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.

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.