by John McWey | Jun 16, 2025
You’ve probably heard a few stories of investors who made a fortune with a single investment decision. The neighbour who bought Amazon early and saw massive returns, or the colleague who invested in AI startups and is now talking about early retirement. When we...
by John McWey | Feb 9, 2025
As we move from winter into spring, it’s a good time to take stock of your household financial situation. Here are five topics to consider and address with your Financial Adviser: 1. Pension, Saving, Investing Retirement planning is about freedom; the ability to...
by John McWey | Dec 11, 2024
When building wealth for retirement, we often focus solely on the price tag of investments. However, many overlook a crucial insight that the true cost of owning assets extends far beyond the initial purchase price. Sound financial planning involves accumulating...
by John McWey | Nov 1, 2024
For many years, the role of a financial adviser was limited to providing access to financial products, often acting more as an order-taker than an advice-giver. However, in an era where financial information is at our fingertips and financial products are readily...
by John McWey | May 15, 2024
Getting Organised The first step in the financial planning process is gathering all the information needed to make financial decisions. Because this can take valuable time, people are often tempted to jump straight to the decision. This usually leads to suboptimal...
