I am really chuffed to share with you that last week I was announced as the winner of the AMP Advice Competition. The competition was open to advisers across all of the AMP licensees and we had to submit our recommended strategies for a set client case study. Following is the feedback I received when … Continue reading Winner of the AMP Advice Competition
My daughter Sophie, who is in year one, has been learning about money at school. They’ve made money boxes that sit on their desks and they appear to be earning (plastic) money. I’ve heard talk that this money will be used for a princess ball – but I’m not sure what the class princes and … Continue reading Teaching Kids About Money
No amount of money tips will boost some people's financial well-being. For them the underlying cause has to be treated. Over the years I have observed there seems to be three major contributors to great financial well-being. Underlying many money problems is a gap in one or more of the three.