Archive for July, 2007

What does ‘money’ mean to you?

Monday, July 30th, 2007

Money. Is it a means to an end or an end to a means. For all people the values we associate with money are slightly different. This is natural as we have all had different life experiences which have shaped our own internal value systems in different ways. (more…)

Why planning works & How to get started !!

Thursday, July 26th, 2007

Let’s face it your life is clearly more important than dinner with a friend, a birthday party or even a vacation. Yet most people give so little attention to planning their lives and in the end – they wonder why things don’t work out. (more…)

Why aren’t people planning for the Future ?

Tuesday, July 24th, 2007

Many people feel discontent about tomorrow. It isn’t so much future shock as future denial. We offer half a dozen good explanations for why people aren’t planning for the next few decades. (more…)

A BLOG … Is the investment worth it?

Wednesday, July 18th, 2007

Like many people in business, I am continually searching for new and innovative ways to keep in touch with my clients and colleagues. I have invested money and time through using a web log (BLOG) to help in doing this. Many thanks to Jason Foss (www.almost-anything.com.au) for his advice and assistance along this journey.

Recently we learnt of a plug-in that we can use to let interested people know when a new posting has been made to the site. I have intially added to the subscribed list some clients and colleagues who have previously expressed a desire to be kept in the loop of any news or activities.

Please have a look at some of the previous posts and provide some comments, feedbacks and/or thoughts.

Is a blog worth the investment? I’d appreciate your thoughts.

Talk to your kids about the value of Money !!

Thursday, July 12th, 2007

As a parent I know all too well the impact of ‘pester’ power on my own budget and sanity. With this ‘pester’ experience, we have found that talking with our kids about the value of money helps diminsh the frequency of ‘pestering’. (Feel free to share some of your pestering experiences or recall when you were a pesterer yourself). I have included 7 tips to help your kids learn about the managing their moneysourced from ASIC’s FIDO website. (more…)

Investment Review and Outlook June 2007

Tuesday, July 3rd, 2007

One page summary of investment markets for client distribution.

Investment Review and Outlook June 2007

Some Great questions to ask someone you’ve just met …

Sunday, July 1st, 2007

Imagine you have just met someone new. The formalities of names, jobs, etc have been exchanged and you seem to be getting along famously …. But before you know it, a few minutes pass – and it looks like your running out of clichés and an uncomfortable silence has developed!

Now What … (more…)