While I was at the Ekka this week helping my Dad out with his cattle, it got me thinking about how two completely different fields can have such similar ideologies. Specifically, it struck me how so many of the principles of farming match the basic tenets of investing.So stick with me on this!I believe farmers

Over the almost 20 years I have been a Financial Planner, I have heard the following 8 comments (in varying shapes and forms) from almost every family I have helped.  “We knew we needed to do something, we just didn’t know what.”  “We had a go at investing a couple of times ourselves and it

I expect that the unexpected is not so really unexpected after all… Now I know that is a bit of a mouthful however when you look at the last 12 months this couldn’t have been more true. Traditionally, an Albino Meerkat born during a full moon in Morocco would cause every doomer and gloomer from

I read recently that Paul Shervish of Boston College estimated between 1998 & 2052, $28-$118 trillion in wealth will be transferred to the next generation in the US. One could conceivably estimate that as Australia’s population is around 7% of the US, somewhere between $1.75 & $7.8 trillion might transfer inter-generationally over that same time.

“You are the average of the five people you spend the most time with.” – Jim Rohn This is one of my favourite quotes and it is something all of us should take the time to think about. I reckon you should ask yourself, “What if the success of your family is determined by the average of

“Compound interest is the eighth wonder of the world. He who understands it, earns it….He who doesn’t… pays it” – Albert EinsteinMy daughter Sophie, was born in June 2016.My wife (Mrs Financial Bloke) and I are in the process of putting together a small investment fund for Sophie’s future and using the most powerful investment

“Investing is simple, it just isn’t easy.” – Warren Buffett I’d like to tell you a quick story.  Back in 1999 there was a 23 year old fellow, let’s call him John, who was fresh out of university and had diligently saved $4,000, his life savings at the time. John was going to invest

I regularly meet people that clearly know there are key areas in their financial situation that desperately need attention.  They also know that to achieve the level of success they want, they need to fix them. Knowing you need to fix something and actually doing it are two very different things.  This is the “knowing-doing