Posts tagged Financial Education
Understanding the Need for Financial Education
Feb 23rd
(or growing old and poor on lottery tickets)
Click here for your path to financial freedom
In today’s world of advanced technology there is no shortage of information on just about any subject or topic you want to explore. Hard copy magazines can be bought in any supermarket or news agency on any topic from ‘how to plant tomatoes’ to ‘how to build an aero plane’. The internet is now the most used piece of technology for sourcing information with over 1.6 billion users worldwide. If it’s not on the internet then it hasn’t been discovered yet. Read the rest of this entry »
Why the World needs Financial Planners
Dec 16th
Who needs a financial planner?
Several weeks ago I rang a client to arrange a review of his investment portfolio. He and his wife have been retired for a few years now and are enjoying a comfortable retirement in a quiet seaside town. Like all good financial planners we have been keeping clients up to date with regular reports and newsletters.
The fallout from the global financial crisis and continued uncertainty has made most clients nervous about the security of their investments. It’s made financial planners even more nervous with falling investment values and fear of losing clients in such volatile markets. Read the rest of this entry »
The need for Financial Education
Oct 12th
Financial Education
Not long after the start of the global financial crisis I became aware of a material difference between the so-called wealthy and the wannabe wealthy. Apart from the obvious difference in fortunes held, I have observed there is a difference in the financial education levels and approach to life.
In the years I have spent as a financial adviser I have met only a handful of people I would consider to be in the ‘wealthy’ group or true ‘entrepreneurs’. None of them were my clients, and in fact I don’t believe any of them used the services of a financial adviser. Read the rest of this entry »
Finance News
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