Our ex­perts

Money Magazine Australia - - CONTENTS -


Steve is CEO and se­nior wealth ad­viser at Ex­pe­ri­ence Wealth. Steve says: “Good cof­fee is like oxy­gen to me. But when we were sav­ing up to buy our home I swapped my lat­tes for Nescafé mixed with Milo. I lasted a whole six months … it was worth it but never again!”


Evan is man­ager, com­pre­hen­sive ad­vice, at Sun­su­per. Evan says: “I once con­trib­uted the $10 ‘Se­cret Santa’ bud­get for one of my 25-year-old col­leagues to su­per as a vol­un­tary con­tri­bu­tion. My think­ing was that by re­tire­ment, that ‘gift’ would have been worth $74 ac­count­ing for earn­ings and in­fla­tion.”


Se­rina is a proud fru­gal­ista and blogs as Ms Fru­gal Ears. Se­rina says: “When my food bud­get is tight I for­age weeds from the side of the road – to eat. This time of year I go for dan­de­lion flow­ers, fen­nel, chick­weed, mal­low, Scot­tish this­tle, purslane and hawthorn flow­ers and leaves.”


Roger is the founder and CIO of Mont­gomery In­vest­ment. Roger says: “While I was study­ing at Mel­bourne Uni in the late 1980s and early 90s, a good friend and I first ex­plored en­trepreneuri­al­ism by ex­port­ing goat meat to Sarawak and at­tempt­ing to im­port small blocks of east­ern red cedar to sell to Coun­try Road.”


David is founder of the Spend­ing Plan­ners In­sti­tute. David says: “About 20 years ago, to avoid pay­ing the toll and save 10 min­utes, one night in my Mini-Mi­nor (com­plete with Mr Bean sticker) I re­versed back along a toll-road’s on-ramp (us­ing the emer­gency stop­ping lane)!”


Martin is a fi­nan­cial jour­nal­ist and for­mer se­cu­ri­ties an­a­lyst. Martin says: “As a jour­nal­ist in Tokyo I wrote a Tokyo Off-Beat col­umn for an English-lan­guage weekly. The weird­est sto­ries? The mar­ket that sold fight­ing in­sects for young boys and the restau­rant where I ate raw horse meat, snakes and boiled silk­worm pu­pae.”

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