Financial Life Management it's about more than just money. We guide, support and educate our clients towards living a happier, more fulfilled life.
Sydney, Australia
Joined February 2013
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Are you looking for a new challenge in the financial industry? Or know somebody that is?
We're searching for an amazing Associate Adviser to join me and Adam on our Financial Life Management team.
Find out more here: ow.ly/4SU650wNaKy
Are you looking for a new challenge in the financial industry? Or know somebody that is?
We're searching for an amazing Associate Adviser to join me and Adam on our Financial Life Management team.
Find out more here: ow.ly/4SU650wNaKy
A note to congratulate @ReformedBroker for his recent To my Jewish etc blog. Great piece of work my friend. On another note #billions I nearly leapt out of my chair.
What an extraordinary man John Bogle was. This story on @Bloomberg by @nirkaissar sums up just how his values differ from most business leaders ow.ly/4DU430nuhwQ
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You've got to change up the language to keep people engaged xitter.gq/RegisMedia/status/1089…
The biggest challenge good investment writers face is having to say the same things again and again without boring their readers to death @RobinJPowell ow.ly/Wc1730nr5nX
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Blanket advice on money is always risky, there's no one size fits all. You've got to start with really understanding your own goals and values - what really matters to you nerdwallet.com/article/you-d…
It's so important to start talking about money with your children when they're younger and encourage saving from the very start, rather than trying to change habits as they get older. This gives them a chance to have better financial wellness later in life skynews.com.au/details/_5774…
why is the wall even a thing? wasn't part of @realDonaldTrump election promise that the Mexicans would pay for it? 800,000 US govt workers heading south for paid work 😉
Holding your nerve in turbulent markets can be tricky. All too often investors let their emotions get the better of them. If you can manage your long term view, you'll be better prepared for when things do take a turn - either way #ausbiz #AXS ow.ly/rf4x30mQTJb
@savewarrenfarm brilliant brilliant news that this ill-judged campaign has finally been thrown out by the supreme court. Get in #QPR a victory for common sense and the broader community.
Absolutely @johnnyshap disclosure obviously a serious issue. Unfortunately the Royal Commission has (rightly) drawn a focus on poor advice meaning even less Aussies will seek financial counsel. It'll likely lead to even more examples like the sad cases set out in your article. xitter.gq/johnnyshap/status/9994…
This is undoubtedly an issue. Big had major disclosure issues but investors really need a better handle on basic concepts of investment risk
What are these crazy people doing investing such a large % of their wealth in a start up? No sympathy really, it's about time investors took some responsibility for the decisions they make. Lunacy investing large $$ in such companies in your 70's unless you can afford the loss. xitter.gq/johnnyshap/status/9992…
Latest on $BIG
afr.com/markets/equity-marke…
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A great read @sydneyacademic great alignment with how team @TreystaFinLife help couples think about the way they use their resources (money) for increased #happiness nice article @redbookmag xitter.gq/sydneyacademic/status/…
The Little Psychological Tricks That Will Make Your Marriage Happier redbookmag.com/love-sex/rela… via @redbookmag
Well worth a view, first class content from @RegisMedia and @Cap_Partners nice work. A message supported by the team @TreystaFinLife xitter.gq/RegisMedia/status/9914…
Video: The link between money and happiness @RobinJPowell @Cap_Partners #FinancialWellbeing youtu.be/imCUXVhrsro
Brilliant - sounds like FASIA's plan for financial advisers, total focus on technical education - hopeless and hapless. Let's hope someone takes notice @johnnyshap xitter.gq/johnnyshap/status/9911…
Quite an incredible report by APRA this morning on CBA board, senior management. Takes aim at high IQs, overly collegiate culture. Almost like an anti business school case study, highlights overlooked importance of a strong risk culture. Worth a read
Nice one James and good luck to you Devan xitter.gq/MillhavenFS/status/989…
Thank you @TrueProfileSays we loaded up our #TrueProfile trial today and are looking forward to taking our clients through the process. Great to have such a powerful academic stamp on client risk profiling. xitter.gq/TrueProfileSays/status…
Mark Nagle: an Englishman helping to shape Australia's advice profession. @MNFinLife thanks for attending the UC Berkeley session with Shachar Kariv! bit.ly/2IBBmR4 ^PS
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The epiphany for Treysta Wealth Management was realising where its value lies (and where it doesn’t) @MNFinLife @RobinJPowell ow.ly/8k9O30jkK0b
WOW WOW WOW one of the most powerful speeches I have ever heard - thank goodness for the Cory Bookers' of the world @SenBooker well done sir. Let's hope #KirstjenNielson feels suitably ashamed of herself. wapo.st/2DeaZhP?tid=ss_tw&ut…