Ask and ye shall receive

Ask and ye shall receive

By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) ‘Thanks for seeing me without an appointment. I’ve received offers of 3.99% variable on my loans from three other banks. I’d like you to match that.’ ‘The other gas company has offered me a 20% discount for the next...
Money Mindset: Ask the right question

Money Mindset: Ask the right question

By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) When talking to people about their financial goals, a common question they seem to ask themselves (and me, and I assume their financial planner) is: How much money do I need to retire? It’s an interesting question, but...
Correction, Recession or Depression?

Correction, Recession or Depression?

By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) It’s official – China is not indestructible. The 8%+ growth machine has faltered, sending shock waves around the globe. In our own backyard, we’ve seen a sharp decline in the stock market then a small recovery (today...