All Articles
February 2, 2022
2 Unconventional Strategies the Rich use to get Richer
I’m into my 22nd year of helping Australian’s gain choice through building wealth and financial independence. Much of what I share draws from the clients that I interact with every day. The entire Financial Autonomy framework was built by reverse engineering how my most successful clients achieved their success. In that vein, today I wanted … Continued
Investment
November 9, 2021
The Three Pathways to Achieving Financial Autonomy
If you’ve been listening to this podcast for a while, and certainly if you’ve read my book, you’ll be aware that we adhere to a framework in helping people gain choice. A core element of that framework is the three pathways. The entire Financial Autonomy framework, and in particular these three pathways, are the product … Continued
Investment
Property
Self-Employment & Side Hustles
November 9, 2021
When to Sell Your Shares
When it comes to stock market investment, buying is easy, selling is hard. It’s interesting how there’s always so much talk about exciting new opportunities and yet rarely is the exit plan discussed. Well, let’s address this common investment strategy oversight and help you decide when it’s time to sell your shares. Selling Strategy … Continued
Investment
November 2, 2021
Understanding Asset Classes
In financial planning, and particularly in portfolio construction, consideration of asset classes is absolutely foundational. But are we all on the same page when it comes to asset classes? When I use that term, are you thinking the same thing as me? This week I’m going to take you through everything you need to know … Continued
Investment
October 27, 2021
Breaking the mental barriers upon receiving an inheritance
Breaking the mental barriers upon receiving an inheritance Receiving an inheritance can often come with plenty of baggage attached. The most obvious is that someone has had to die, usually someone very close to you, for you to be the beneficiary of this financial gift. But the challenges don’t end there. Many of the … Continued
Investment
October 12, 2021
Why Do Bond Markets Matter to the Stock Market?
After 10 consecutive months of gains, the Australian share market declined in September, heralding a period of volatility that continues today. There is never a single catalyst driving markets, instead there’s a confluence of views that tend to drive either positive or negative momentum. But in this most recent period of volatility there has been … Continued
Investment
October 6, 2021
5 Steps to Becoming a Millionaire
With the median house price in Australia’s two largest cities now north of a million dollars, being a millionaire isn’t perhaps as significant as it once was. As a milestone though, getting to the point where your net assets pop over the million-dollar line remains significant, and something worth taking pride in. Here at Financial … Continued
Investment
Property
Saving Strategy
September 29, 2021
Are SMSF’s still useful?
Self Managed Super Funds, commonly abbreviated to SMSF’s, have been around since the 1970’s. They were originally used by business owners who already had company and family trust structures, with the SMSF a structure dedicated to saving for retirement. SMSF adoption broadened in the early 2000’s as a result of the combination of expensive retail … Continued
Investment
Property
Superannuation
September 28, 2021
18 ways to Build Passive Income that work in Australia
I’ve been researching all the ways one might go about generating Passive Income. Unfortunately, many of those found on the web won’t work in Australia. So I’ve produced a custom list especially for those of us on the largest island in the Southern Hemisphere. Here’s what I’ve come up with: 1. Low input business 2. … Continued
Investment
Property
Saving Strategy
Self-Employment & Side Hustles
September 23, 2021
What to do when you receive an Inheritance
The okay Boomer eye roll movement came out of frustration that Australia’s wealth is disproportionately distributed to those over 60, with the sharp rise in property prices being the primary culprit. But whilst we’re all living longer, science hasn’t yet found a way to grant us eternal lives, and so eventually that wealth will be … Continued
Investment
September 8, 2021
When to use Gearing in your Investment Strategy
If you’ve been listening to the Financial Autonomy podcast for a while, and particularly if you’ve had a chance to pick up the Financial Autonomy book, you will be aware that we work to a proven framework. Within the Financial Autonomy framework there are three pathways that can be followed to get you to the … Continued
Investment
August 18, 2021
ARK Invest Deep Dive
If you ever need an example of the saying being in the right place at the right time ARK Invest would be the perfect illustration. Over the course of 2020 their assets under management grew from US$3.5billion, to US$41.5billion, growth of over 1000% in a single year, as their listed funds possessed all the stock … Continued
Investment