Nathan Ide

The modern financial planner today is not just about looking after money with its scope drifting into increasingly “non-monetary” matters such as education. Indeed, if the goal is to send children to private school that needs to be factored in budgeting. Increasingly, however, many are being used for counsel and a sounding board on life choices. The …

Helping Clients Select Schools for Children: The Modern Financial Planner. Read More »

Not all the magic happens exclusively on the Private Capital Blog page. You may have already seen my Ted Talk on Investing? If not, I encourage you to take a look when you have a few minutes to spare. I’ve also written an article for Self Managed Super Magazine, which can be found here: Something …

Some of my articles you may have missed Read More »

With the record-breaking cold days in Sydney I thought it time to explore my global neighbourhood and head to Asia for a week of part-holiday-part-work. That’s one of the marvellous benefits of working for yourself: the ability to explore the world without the shackles and gilt of a corporate machine. I will keep thorough notes …

Aussie Expats Abroad: Still Think you can Refinance and Have the Homeowner CGT Exemption? Read More »

Notice how the rules of wealth creation have changed? There’s uncertainty both in financial markets and the services advisors offer and, indeed, some clients are questioning whether the wealth management community is acting in their best interests. Transparency, accountability, ethics and trust is a critical driver for clients seeking advice. To better understand these changes, …

5 Forces Driving Wealth Creation Amongst Successful Gen X and Gen Y Australians Read More »