April 14, 2016

Aim for Simple, not Simplistic.

Simple v. Simplistic At Think Independent we aim to make clients financial affairs simple.  What do we mean? Importantly, we don’t mean simplistic.  We are not looking to achieve simplicity for the sake of simplicity.  Rather we are looking for simplicity within the framework of our client’s goals and the available options. If we use a couple, John and Jan, who are saving for life […]
February 20, 2017

So you think your financial planner is an investment expert?

If you’re thinking “I hope so, that’s what I’m paying them for” I’ve got some bad news for you.  It’s highly likely your financial planner/adviser is not qualified to manage investment of your money. For starters let’s clarify what I’m talking about.  I’m talking about the day-to-day management of your investment portfolio (e.g. whether you sell BHP shares to fund the purchase of NAB shares […]
April 14, 2016

Aim for Simple, not Simplistic.

Simple v. Simplistic At Think Independent we aim to make clients financial affairs simple.  What do we mean? Importantly, we don’t mean simplistic.  We are not looking to achieve simplicity for the sake of simplicity.  Rather we are looking for simplicity within the framework of our client’s goals and the available options. If we use a couple, John and Jan, who are saving for life […]
February 20, 2017

So you think your financial planner is an investment expert?

If you’re thinking “I hope so, that’s what I’m paying them for” I’ve got some bad news for you.  It’s highly likely your financial planner/adviser is not qualified to manage investment of your money. For starters let’s clarify what I’m talking about.  I’m talking about the day-to-day management of your investment portfolio (e.g. whether you sell BHP shares to fund the purchase of NAB shares […]