The De-Brief Meeting – A Key to Build Firms Not Jobs

The De-Brief Meeting – A Key to Build Firms Not Jobs

The old fisherman with the summertime job running the rusty merry-go-round on Terrigal Beach taught me how to rig my fishing lines. He reckoned there was only one fishing knot I’d ever need – the locked half-blood knot. While my mates say I’m wasting money...
The Value is in the Detail

The Value is in the Detail

I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
Lessons from Debt – a path to Advice?

Lessons from Debt – a path to Advice?

Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
The Advice Gap

The Advice Gap

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
What Makes an Ideal Advice Client – Part 2 – Hard Advice!

What Makes an Ideal Advice Client – Part 2 – Hard Advice!

One thing seems clear about the upcoming Australian election. Neither major party has the integrity to prepare us for the inevitable tax increases and spending cuts ahead. Our immature political cycle couldn’t handle it. Australia’s net debt has risen from...
How many plates can you keep in the air?

How many plates can you keep in the air?

In late 2017, 31-year-old Miwa Sado tragically died due to karoshi – working too hard. She has become a martyr for the overworked worker. A portent to anyone addicted to activity-driven work habits. ACTIVITY-DRIVEN I see an increasing trend of these habits in...
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