Marisa Hoffenberg Wealth Management

16/10/2020

https://www.mhwealth.com.au/blog/article-item/the-incentive-for-esg-is-growing-stronger

15/01/2020

https://www.mhwealth.com.au/blog/article-item/what-can-you-do-to-stop-climate-change

We went to the South Coast for a few days over Christmas. I know, hardly the most intelligent option for a holiday, but we go every year to visit my parents. Seeing the beautiful white beach blackened with ash and the sky so thick with smoke you had to turn the lights on at 2pm was more than a wakeu...

07/01/2020

19/12/2019

https://mhwealth.com.au/blog/article-item/top-5-ethical-shops-in-sydney

While I am very excited to say that there will be much focus on sustainable investment over 2020, it is the holiday season, so on a lighter note – here are my top 5 picks for ethical shopping in Sydney.

27/09/2018

Almost half of Australian women suffer from anxiety or depression.

This is a horrible statistic, but hardly surprising!

Pulled between the competing demands of work, kids and ageing parents – women feel lacking in accomplishment in any area. (Never mind not being able to scrape a minute of time for themselves.)

I am sure that you can empathise.

For entrepreneurs it is even worse – inability to have any divide between work and personal time, and the stress of bringing in an income mean life is one big treadmill.

(Of course, there are good things too, but I need to paint the picture.)

The impact of depression can be completely debilitating – especially if there is no sick leave to fall back on. If you working for yourself and you are not able to bring in business the well quickly dries up.

Yes, I have helped many of my clients with good income protection policies.

Over the course of the year, I have supported an amazing woman with an income protection claim. She shares “I’m the last person who I believe could get depression. But I was so focused on the business and looking after everyone, I didn’t see myself going downhill”. Without the insurance policy, I can’t imagine what she would have done. With income coming in every month – she can at least focus on her recovery and not her next mortgage payment.

So yes, income protection insurance is critical. If you don’t have it, please get in touch – don’t put it off.

But I want more for my clients. I don’t want it to reach this point. I have recently read a book called ‘Lost Connections’ by Johann Hari – which I found incredibly insightful. In the words of Emma Thompson “The most exciting thing that I have read this year”. If you have a tendency to depression or not, this is really one to read. Contrary to what you might expect, it is quite enjoyable but more importantly, it provides you with some amazing tools to look after yourself (and others).

12/09/2018

roomtoread.org

11/07/2018

Perhaps you were a bit disappointed at the end of last financial year. Clearly, if you want this financial year to be better, you actually have to do something about it. Read my article on Money,Fear and Water-skiing for a little motivation to get your butt in gear.

I was listening to a program on the radio this morning. The topic was –What was on your bucket list which you really have not enjoyed once you did it? Mine was water-skiing. I pictured myself as this gorgeous, sexy woman effortlessly gliding behind the boat. Reality was quite different. On the one...

05/07/2018

20/06/2018

This article by Georgina Dent is so powerful. The statistics are shocking – women have come so far in every area but are too often stuck in the 20’s when it comes to managing their money. The amazing thing is that women have actually been proven to be excellent at managing money. Let’s make change happen. It’s critical to our freedom and security.

Through death and divorce women are likely to end up holding the financial reins but few prepare themselves for this happening.

14/06/2018

Whether you are employed, self employed or working part time there are super strategies to minimize your tax. Check out my EOFY Super Strategies Infographic.