Case Study

5 Insurances You May Never Have Known You Needed

November 10, 2018 | 0 Comments

We have all probably heard about health insurance. Most Australians have a health insurance policy that helps with medical bills, which seem to be climbing every year. Likewise, almost everyone is familiar with car insurance; at a minimum, by law, each car must have compulsory third party insurance (CTP). Many choose comprehensive insurance so they…

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Phoebe’s Finance and Barefoot Investor Learnings – Chapter 3

November 8, 2018 | 0 Comments

Now that we have our everyday finances under control, let’s think about debt. I know that the word ‘debt’ makes you just as uncomfortable as it makes me. Home loans, car loans, student loans. That’s what immediately comes to mind when I think of debts. In this economy, credit cards are the real money suckers.…

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Calling All Clients! Vision’s Peter Marples and Ewan Bennet Tell How Staying in Touch Can Help Clients

November 3, 2018 | 0 Comments

Susan finished a hard day’s work. Collecting the kids on the way home, she stepped into her house in Sydney’s leafy North and grabbed a hard-earned lemon and lime spritzer as she prepared the family’s dinner. Just then the phone rang. ‘Who could this be?’ She wondered. A soothing and calm voice at the other…

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happy young people buy first property

Property Market Springs a Surprise as Clearance Rates Edge Higher

November 1, 2018 | 0 Comments

A welcome spring surprise has provided property vendors with some pre-Christmas cheer as auction clearance rates edge higher. Good weather and great value have encouraged active buyers into the market. October’s last weekend of property auctions provided good news, with capital city auction clearance rates lifting, and many other parts of Australia, such as Brisbane…

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