Simon Clifford
Simon Clifford MBA
As a Financial Planner with nearly 30 years experience, I have learned that every client is unique and each one has a vastly different set of personal financial and lifestyle goals that are important to them and their family. Whilst the outcomes are quite diverse, the financial planning journey for most people will follow a fairly similar sequence to those taken by Blair as per the image below.
Remember, a financial plan is not just about the numbers – a financial plan is about the achievement of personal goals that lead to wonderful memories.
The Adviser fp process of getting you on track and keeping you on track can begin by simply clicking on the link below.
Episodes
Episode 1
13/10/2017
Most Aussies think owning a property will underpin their ability to retire. Soap start Blair McDonough did too. The Aussie celeb quickly realises with The Money Masters help that he will need to reinvent what financial success looks like. In this first episode, financial adviser Simon Clifford helps Blair to cost out his dream and explore his income and investment options.
Episode 2
25/10/2017
Like many Australians, former Neighbours star Blair McDonough thought property would be his golden ticket. He was unaware of the long-term benefits shares could provide until The Money Masters helped him to see the potential value of these investments.
Watch episode two now to follow Blair’s journey as he reinvents his future financial success with the assistance of Brad Potter from Nikko Asset Management.
Episode 3
28/10/2017
Relying on property as a majority investment strategy could lead many Aussies down the path of financial ruin, former Neighbours star Blair McDonough included. He initially thought property investment would be his golden ticket to financial security, but The Money Masters helped him see why he needed to diversify and consider the value of shares and international markets to reach his investment goals. Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.
Episode 4 trailer
04/11/2017
It’s crunch time for our celebrity investor Blair McDonough who, with the help of the Money Masters, has realised just how much is at stake. This week, he learns that true value goes deeper than share price and why he needs to adjust his investment strategy. He also discovers the value of insurance and the peace of mind it could offer him and his family. An episode not to be missed.
Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.
Episode 5
11/11/2017
Celeb investor Blair McDonough has come a long way since starting out on his investment journey. He’s now more sophisticated and confident, and is keen to explore different ways to diversify his portfolio. This week he meets Joel Fleming of UBS Asset Management who helps him to think outside of the box when looking for the next big thing to boost his investment returns. He also gains a greater appreciation for balancing risk and gets a sense of how emerging markets could add value to his portfolio.
Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.
Episode 6
18/11/2017
In only a few short weeks, celeb investor Blair McDonough has gone from financial novice to informed investor. He’s now ready to explore different investment strategies and put his financial plan into action. In our final episode, Blair meets contrarian investor Graeme Forster of Orbis Investments who shows him there’s another way to approach investing over the long term.
Learn from the Money Masters airs Saturdays 12:30pm on Channel Nine until November 18.
Like Graeme? Find out more about him here, and be sure to read Vanessa’s blog on this episode.
