succession

1. 18 May 2023

   Articles I never published

   I'm taking a break from publishing on this blog — it might be permanent, I'm not sure. Before signing off, I thought I'd share some articles I wish I'd published: exit interview thoughts on Fairhaven…

2. 6 September 2019

   Baches (or: some terrible financial decisions can be great life decisions, and vice versa)

   File under: some terrible financial decisions can be great life decisions, and vice versa. Owning a bach is almost always the wrong call if you run the numbers — the opportunity cost on half a million…

3. 28 June 2019

   Questions I ask clients (and why I’m not afraid of roboadvice)

   The most valuable thing I do as a financial adviser isn't running numbers. It's having conversations. The right questions uncover what a client actually cares about, which is usually the hardest and m…

4. 7 December 2014

   A will by itself is not an estate plan or succession strategy

   A will is only one piece of estate planning — and often a small one. Superannuation, jointly-owned property, life insurance nominations, and trust assets often bypass the will entirely. Plan the whole…