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Tunnel vision cost $5,000 a year

A couple of months ago I met Kate at a 40th birthday party. Kate had tunnel vision – metaphorically speaking – and her tunnel vision was costing her abut $5,000 by her own estimate. The problem was, Kate was blissfully ignorant to her condition. That was, until she met me.

Ruth Ostrow’s tip on how to discover what matters

I believe financial planning is about acting purposefully to ensure you have enough money for what matters most to you. To help you achieve that outcome one key practice I recommend is to  “save for the significant and minimise the insignificant” Obviously you first need to know and identify what life experiences are significant for you. In Ruth […]

A great 21st birthday gift

A great 21st birthday gift

My partner and I would like to buy shares for my son’s birthday. He will turn 21 on 9 November and we want to buy him something that he will have for a very long time. Eventually we came up with the idea of starting him off with his own share portfolio, but we have absolutely no idea how to go about this. We also don’t know if it is possible and whether it is a viable, long-term plan. We’d appreciate some advice…

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