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My favourite question to ask clients 150 150 Raamy Shahien

My favourite question to ask clients

When I speak to people looking to invest money, they almost always want the best possible return with the least possible risk. But this isn’t…

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Market update: Global issues dominate in November 150 150 Piers Bolger

Market update: Global issues dominate in November

After a very challenging October, November saw markets moderate slightly further again. However despite another generally negative month for investment returns, we continue to see…

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Why you must understand your past relationship with money 150 150 Raamy Shahien

Why you must understand your past relationship with money

When it comes to big financial decisions, emotion is often more relevant than numbers. Naturally, a big driver of emotion is our past experiences. Two…

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The margins for error are smaller today 150 150 Todd Clifford

The margins for error are smaller today

Many people think financial decision-making nowadays is more complex. This is true just because there’s a lot more information and choice available to all of…

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Market volatility: Is it too late for me to do anything? 150 150 Piers Bolger

Market volatility: Is it too late for me to do anything?

A question clients have asked me a lot over the last six weeks is whether it is too late to do anything given the equity…

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With money, no one has it all sorted 150 150 Todd Clifford

With money, no one has it all sorted

Whether you’re on social media or just talking to friends, it can seem like everyone has got it together. But imagine if we all wore…

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What happened to markets in October? 150 150 Piers Bolger

What happened to markets in October?

Historically, the month of October has been a pretty challenging month for financial markets and unfortunately 2018 was no different. Over the month local markets…

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What I love about being a financial advisor 150 150 Todd Clifford

What I love about being a financial advisor

People often ask me what I love about being an advisor. For me, it’s helping clients to achieve clarity. People have so much choice today.…

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How the financial advice industry is changing 150 150 Glenn Calder

How the financial advice industry is changing

Our industry is changing rapidly right in front of our eyes. Every month the financial advice industry faces new challenges and opportunities. To embrace these,…

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