Posts by Katrina Haskew
Budget for a very merry Christmas
A bit of planning and forethought may help take the financial stress out of Christmas. Christmas is a happy time of year that brings people together but it can also be expensive. With a bit of early planning you may control your festive season spending. Here are some tips to help avoid a New…
Read MoreBalance equals good business
Written by Jason Robinson, Director at RBK Advisory. Taking the leap from a secure full time job into starting my own business was one of the biggest decisions I’ve ever made – and one of the best. But working twelve+ hour days from the get go quickly took its toll. When I started out, I was…
Read MoreHealth and wealth go hand-in-hand
Australians trust their doctors with intimate details of their physical and mental health and now wealth experts are urging a similar stance towards financial advisers. Leading Advice managing director Katrina Haskew believes incorporating mental, physical and lifestyle factors is integral to a successful financial strategy. “New clients often think we’re only there to discuss how…
Read MoreWhy it pays to ask the tricky questions
Most advisors haven’t been trained in psychology, counselling, or medicine. But in many instances, we find ourselves broaching on topics that require a little bit of knowledge in these areas. Why? Because your clients’ ability to implement your advice is strongly linked to their mental and physical health, and their life circumstances. The client going…
Read MoreReduce stress to cut your heart attack risk
A new study links stress with heart disease, but there are easy ways to stay healthy and protect your heart. Stress is part of modern life but a new study shows that being stressed takes a serious, and lasting, toll on your health and increases your risk of heart disease. The multi-year study published in…
Read MoreSpring has sprung! 3 easy steps to spring clean your finances.
Spring has sprung, and with the change in seasons comes a great excuse to get into the spring cleaning. This could be literal, like cleaning and organizing our living and work spaces. Studies have linked home environments that are chaotic or messy and higher levels of the stress hormone cortisol. So, physical spring cleaning could…
Read MoreUp close and personal with personal trainer, Rebecca Calveley
As the warmer weather is finally upon us, outdoor group training is back on our radar! So, we decided to interview Katrina and Gerard’s favourite outdoor group trainer, Rebecca Calveley, on a few of her health and fitness tips and tricks. Rebecca runs her own mobile Personal Training business, BeFit Training & Fitness, and keeps…
Read MoreWhy general advice, is no advice at all
By Dante De Gori, CEO, Financial Planning Association of Australia. Trusted and transparent financial advice is the right of every Australian. And whilst it is extremely important that more Australians seek advice, it’s just as important they know what they’re getting. There is significant confusion among consumers, and within industry, media and Government about…
Read MoreThe first step in becoming a millionaire
– This blog was first published on The Hip Pocket – From that glorious moment you receive your first lump sum in the form of pocket money, you begin to make financial decisions. At that point, these decisions may involve choosing between saving that exciting gold coin in your piggy bank, or using it to…
Read MoreTrauma Insurance Benefits | Video Case Study
Case Study – When Personal Insurance Benefits the most This video is a small appreciation for their gratitude of the advice given to them. Tim (53) and Jenelle (53) are hardworking, everyday Australians. Tim has been running his own business for many years, while Jenelle works as a nurse. Both Tim and Jenelle understand the…
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