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How are you going to travel in 2013? 14 Dec 2012 | 07:30 am

Planes, trains and automobiles. Trams, buses and bicycles. We pick our means of transport based on budget, availability, prestige, access etc. So how do you want to travel in 2013? Not so much literal...

The House Always Wins (usually) 12 Dec 2012 | 05:12 am

Around 1 in 3 clients engage me in a discussion about whether or not insurance is a good gamble. Let’s not kid ourselves. Insurers are in it to make a profit. If they are doing a good job, they are … ...

Why SHOULD clients trust me? 10 Dec 2012 | 10:49 am

It is easy to say to clients ‘Don’t worry – I will take care of everything’. And while we may trust ourselves to deliver, it not unreasonable for people to doubt this. We’ve all been let down. Things ...

Solving the income question for a soon to be barrister 21 Nov 2012 | 04:33 am

A new client of mine will soon transition from an employee solicitor to a self-employed barrister. She doesn’t have income protection insurance at the moment and the standard response to any applicati...

Getting all SMILEY about Social Media 5 Nov 2012 | 04:37 pm

The Financial Standard has launched a great initiative to promote ‘Social Advice’ called the ‘Smileys’. It took me a while, but I’ve now realised that the name comes from Social Media Influence, Leade...

Work is a passion but somethings are priceless 11 Sep 2012 | 11:02 am

I am making a concerted effort to see my family more and it is paying dividends. I was recently at home when my baby took her first steps. I am now leaving work to see my eldest in her first … Continu...

On path to the runway. 22 Aug 2012 | 09:52 am

Wow. There is a lot to do when setting up a new business. At least I can see the runway now. Seat-belts on. Look forward to flying soon.

A New Leaf 24 Jul 2012 | 09:19 pm

I am in that rare moment of time between employment and self-employment. It is both exciting and little scary  and it reminds me of those days before I became a father for the first time. I hope I a...

If it’s all about price, what value have I demonstrated? 21 Jun 2012 | 07:35 pm

I am trying to work out why I’m so offended that one of my prospective clients is playing my quotes off against those he has obtained from another adviser. I am speaking to this client (a fast growin...

Ode to WordPress 4 Mar 2012 | 12:34 am

I’ve been blogging since November 2010 and I’ve formed the opinion that WordPress is a fantastic platform for blogging. I can’t say that I can really compare it to other platforms but I can say that ...

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