Lincoln Wealth Advisers

21/04/2026

One of my favourite parts of being a parent, has been watching my kids play sports. For us, its been footy, netball and now my son's full blown obsession with basketball 🏀

So I'm proud to be sponsoring my son's team, Sturt Sabres Basketball Club .

I recently had a chat with the team about a few practical tips for families to navigate the current cost of living pressures.

03/02/2026

Not a bad spot for an investment seminar.

24/12/2025

It's been another fantastic year at Lincoln Wealth, and I couldn't do it without the support of all my lovely clients, colleagues and referral partners. To everyone who's supported me in some way this year, wishing you all a very merry christmas and new years. I look forward to seeing you all in the new year.

24/09/2025

Massive shout out to Lincoln Wealth client Jan, who at 79 years of age, completed the 6km walk in the city to Bay. Brilliant stuff, and even better... check out his cap! What a legend.

His goal is to complete the 12 km walk next year. I absolutely love seeing my clients smashing goals, and getting the most out of life. Well done Jan.

11/08/2025

A friendly reminder to get financial advice from a qualified, licensed financial adviser. I have 25 years experience in my field, and as I wrote back in December, my number 1 goal is to limit your losses. This is even more timely now considering some investors have been hit with losses on their superannuation.

(this is a repost from December 2024)

Scam warning - well maybe not a scam, but bad investment warning! I met with a client recently who had received a call to look at investing his superannuation elsewhere. The offer sounded good, so he took it up. The administrator of that fund is now in liquidation, and his funds have been frozen. It turns out that this company had raised a few hundred million, but the various projects they were working on had meant that they weren't managing the money well, and clients weren't able to access cash from the fund as they needed.
Sometimes advisers get told that we're too conservative, or we have a too narrow focus. This is one of the reasons. We recommend our clients to invest in tried and true funds and investments, and our number 1 goal is to ensure that our clients don't lose their money. This doesn't mean that you won't experience volatility, but there's a big difference between regular market volatility and actually having your funds frozen, or potentially even suffering an actual loss on your funds. Get in touch with a licensed adviser (like myself) to discuss your super and your options.

17/07/2025

My friends at Caravan and Camping SA ! I share an office with these legends. Get along next week.

WHO WANTS TO WIN A DOUBLE PASS TO THE CARAVAN, CAMPING & OUTDOOR SALE??!!!
Whack your name below to enter!!!

The ultimate road trip sale is back! If you want the best advice and deals from over 90 exhibitors to help get you on your next outdoor adventure, then you want to WIN one of 25 double adult passes to South Australia's Caravan, Camping and Outdoor Sale. Caravan and Camping SA 🚙🚙

This exciting 4-day only SALE is back on at the Adelaide Showgrounds on Thursday 24 - Sunday 27 of this July. Gates open at 9.30am and close 4.30pm daily and you can save and pre-purchase your tickets online or buy them at the gate on the day!

For more info about the SALE, who's going and tickets visit 👉🏽https://www.caravanandcampingsa.com.au/sa-sale/

COMP CLOSES 21 JUL @ 10PM. Good luck!!!!

23/05/2025

After 25 years as a financial adviser, it's easy to forget the impact you can have helping people. So this was a lovely email to receive on a Friday arvo. Sorry if it's hard to read, but it said good things about me I promise 😊

21/05/2025

This came up as a memory on Facebook from 4 years ago. Definitely one of the best parts of my job. Helping people planning for their future, and then watching them hit their goals. Get in touch if you'd like some financial guidance.

A client came to see me today to implement her retirement plan, as she finishes up with her employer next week. She'd come to see me 6 years ago to get herself into this position, and it was a powerful moment seeing our 6 years of planning coming to fruition. Helping people to reach their financial goals is definitely the most rewarding part of my role. Get in touch if you're keen on putting together a retirement plan for yourself.

23/01/2025

Someone stole my number plate 😬

05/12/2024

Scam warning - well maybe not a scam, but bad investment warning! I met with a client recently who had received a call to look at investing his superannuation elsewhere. The offer sounded good, so he took it up. The administrator of that fund is now in liquidation, and his funds have been frozen. It turns out that this company had raised a few hundred million, but the various projects they were working on had meant that they weren't managing the money well, and clients weren't able to access cash from the fund as they needed.

Sometimes advisers get told that we're too conservative, or we have a too narrow focus. This is one of the reasons. We recommend our clients to invest in tried and true funds and investments, and our number 1 goal is to ensure that our clients don't lose their money. This doesn't mean that you won't experience volatility, but there's a big difference between regular market volatility and actually having your funds frozen, or potentially even suffering an actual loss on your funds. Get in touch with a licensed adviser (like myself) to discuss your super and your options.