Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay into a nursing home. Going home was not an option. It was a challenging situation at the best of times, but in this case, it became heart-rending when...
I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
Both my parents smoked. Like chimneys. As kids, we’d munch down our morning cornflakes surrounded by last night’s dirty ashtrays. The perfect Christmas present for Dad was a sparkling new ashtray. Little did we know the dangers of smoking. Kind of...
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
The problem with super is super. Since the 2002 Financial Services Review, there have been at least a dozen enquiries, commissions and reviews into Australia’s superannuation, insurance, investment, and financial services industries. Last week APRA and ASIC jointly...
Twenty-one years ago, I conducted a qualitative survey of Australian financial advisers with John J. Bowen Jr and Russ Alan Prince. The objective was to identify the client proposition advisers regarded as crucial to the future of financial advice. Russ’ team had...
