April 2009
You are browsing the archive for April 2009.
Defining TRUE financial planning
I wish I could tell you that there was a definition of financial planning that the entire industry, regulators and government agreed upon. Sadly that level of consensus is something I can only dream about in my lifetime. To me true financial planning is about maximising the likelihood that you have the financial resources to always live the life you’d love, now and in the future. In shorthand I think of this as financial fulfilment.
Forecasters are so trustworthy
This cartoon accompanied the front page article on The Australian today, 28th April 2009. Beautiful work Jon Kudelka!
Don’t Stress About Losing Your Job
Are you worried about how you will cope if your job is made redundant? Is this occupying your mind for too much of the day, taking some of the joy out of life or even worse, causing you to lose sleep? If you have the three elements shared in this video in place then you [...]
Media “experts” finally held to account
“Even if nothing happened in the financial markets that day there would still be a 60 page edition of The Australian Financial Review published the next day.” That was the view shared by one of my first lecturers in financial planning back in 2000. (I wish I could remember which lecturer so I could give [...]
Redundancy First Aid
Worried about how you will cope if you lose your job? Follow the DR ABC of Redundancy First Aid to reduce your immediate stress and be confident you will survive. The advice is also great to keep in mind just in case you are one of the first on the scene when someone close to [...]
Donate It Forward Project
If you received a payment from the Government’s Economic Stimulus Package that you consider partly or fully to be surplus to your immediate needs then consider using it to support someone really needy. Check out Donate It Forward, which is being held in conjunction with Pay It Forward Day. The aim is to donate $50 [...]
Deciding when to start investing again
At some time during the recent bear market did you sell most or all your investments to cash? Or maybe have you been holding out on your regular investment plan because you haven’t felt comfortable? Watch the video below for some insights into how to decide when to start investing again.
Ten Best Paid Politicians – Value for Money?
With all the kerfuffle by politicians over the remuneration of company executives I found it interesting to read this list of the ten best paid national leaders. Originally compiled by The Times and then re-crunched by The Australian to show their payper capita. (If the link does not work you may also read the article [...]




Join the Conversation