Barry Thompson*, a now-retired business manager for a multi-national corporation has been a client of James Reynolds’ since 2014. Barry and his wife Sam* had professional advice relationships with their Accountant, real estate agent and their banks. What Barry and Sam were looking for, though, was a financial adviser who could help them better manage their financial situation.
MORNING LIGHT 6.05 AM
Head down to Hastings Street for a walk along the Noosa coastline. Depending on the time of year, I’ll spot dolphins, whales, turtles or even koalas.
GET FUELLED 8.01 AM
Drop in for a coffee at FOMO in Sunshine Beach, to kick-start the day.
I was chatting to a friend over coffee at The Drop in Noosa earlier last week. Last time we spoke, she mentioned that having a debt-free home is great for so many reasons, but she wants to sell it. She wants to do more with her life. It’s not an easy decision. Some of her friends have been quick to tell her she’s crazy ...
Every now and then, when people find out what I do they ask me all different types of money-related questions. If they should invest in shares, if they should invest in property, if they should quit their job, how to start a business, what’s the best bank, if they should fix the interest rate on their home loan, if buying a property with their superannuation makes sense.
You know, that sort of thing. And my answer is pretty much always this. You could, but …
When Jen and I started talking about what topics to write about for this week’s blog, she said “you’ve got to write about investment property – everyone either wants one or has one, and there just isn’t enough information out there. Which isn’t good, because it seems to have become The New Australian Dream.” Right?
I get this question about once a fortnight when I’m talking to people, and the subject of money comes up. Scott has done so much for a generation (generations?) of people looking for the secrets that will unlock the mysterious world of money.
“What are you going to write about?” a lady asks me.
“I’m going to write about how even when we have enough money, it still doesn’t feel like it’s enough. Specifically, though, we can have a great income (especially as a couple) and still feel stressed.”
I caught up for coffee with a client at Belmondo’s last Saturday. We worked on one of the client's projects for an hour or so, caught up on what was going on in his life and right at the end he wanted my thoughts on something possibly disastrous, that happened to their friend during the week.