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I have sat with literally HUNDREDS of people to specifically discuss financial planning over the last 6 years as an adviser and I have had thousands of conversations with people about planning and advice. There seems to be a massive disconnect between what people believe about financial advisers and planning in general and what it […]

The 4th Commandment of our ’10 Financial Commandments Of A Wealtheon Client’ series. Only 7.9% of Aussies have investment properties and only 39% invest in listed equities (like shares). Tradies, Miners and FIFO, this needs to change! The only real way to create long term and long-lasting wealth is to invest in business and property. […]