“Portfolio based rebalancing as opposed to calendar based rebalancing, where you let your portfolio and the volatility inherently in it, particularly in the equity side of things, dictate when you trim where there's been strength, add to where there's been weakness and stay in gear.”

“I love to have things where I can see them. And so putting this somewhere where it becomes obvious and it becomes a conversation piece rather than just another bit of information”

“I would rather be in the 100% of the market where I've got 20 competitors than in the 20% of the market where I've got 100 competitors.”

“There’s so many strategies that people don’t even know about that they can do where you can literally pay off a rental portfolio in seven years by doing the old snowball effect, the good old Dave Ramsey snowball.”

“Pull the will out of the bottom drawer, have a read and ask yourself, is there anything in there which is old hat or new? Do I need to have a bit of a think around where my assets are going? That, by the way, is useful for everyone with a will which is more than five years old.”