Imagine a knee surgeon tired of fixing knees. She has a good medical practice, a good reputation and a long waiting list. But something is missing. She isn’t ready to retire. She wants to change how she works. That is difficult considering her business model....
In my last post (Part 1), I introduced you to my Uncle Martin and his enthusiastic approach to what he did as a specialist aeronautical engineer working for Qantas. I also commented that many of the financial planners I know take a similar approach to their work as my...
My old uncle Martin loved his job. His enthusiasm for what he did was so infectious, every time I was with him I wanted to do whatever he did when I grew up. He was an aeronautical engineer for Qantas. When I was young, he took me on a few night-time tours into his...
Imagine it’s Monday, July 2nd, 2012 – the first working day of Chris Bowen’s proposed changes for financial planners. What’s different from today? I’m betting the biggest change won’t be that obvious. The same financial planning brand names may be around, but...
It’s ironic that many financial planners may have failed to financially plan for the most important future of all – their own. Change is coming It matters little which stance you take in the debates about commission. The greed behind the global financial crisis, the...
Darryn Fellowes openly describes himself as a petrol-head. So it’s not surprising that the first research paper he and his firm researched and published studied the financial complexities of running a successful motor vehicle dealership. He has always loved cars....
