Adviser’s Balance Sheets

Adviser’s Balance Sheets

“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
What Advice is That?

What Advice is That?

  People don’t want more choices – they want to be more confident in the choices they make. Read NYU’s Professor Galloway’s musings? Easy read, makes sense, consistently clarifies some things for me. I’m presenting a model of advice in this blog. It’s for clients...
Valuable Connections – The Future of Advice  

Valuable Connections – The Future of Advice  

When we focus on ourselves, our world contracts as our problems and preoccupations loom large. But when we focus on others, our world expands. Our own problems drift to the periphery of the mind and so seem smaller, and we increase our capacity for connection. Daniel...
Financial Advice: A loss leader for lost leaders?

Financial Advice: A loss leader for lost leaders?

“Life moves on, and so should we.” Have you read Who Moved My Cheese by Spencer Johnson? It’s one of those annoyingly good books that easy to read, makes lots of good sense, yet hard to implement. It reminded me of the state of financial advice in Australia....
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