Friday’s final word goes to…

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This Friday’s final word goes to Oneplan Life director Phil George, who believes everyone should just lighten up a bit:

Why did you get into financial planning?

I sort of just fell into it. I wanted something different where I could help people out and I just fell into it that way. I started out with National Mutual; I think back then they gave you a mirror and you had to breathe in the mirror and if you fogged it up you got the job, it was that hard to get. That was 1992. I’m 47 now, 48, been doing it for that amount of time and still love it.

Best bit of advice you've ever given?

That means I’d actually give good advice! What I tell all my clients is you’ve got to build a foundation of insurance before you do anything else. There’s no point putting strategies together for investment and all that if you don’t have a foundation of insurance in place, if your income stops or if you’re unable to work because of a major illness or something then you can’t fund anything. You need to be able to fund your lifestyle and your family before you worry about anything else.

Worst advice you've ever received?

Put more money into Astarra Storm Financial. The share market will never go down… There’s so much. Well the best advice is don’t take yourself so seriously…We’re all replaceable so don’t take yourself seriously. I guess the worst piece of advice, if you want to look at it that way, is ‘do take yourself seriously because you’re the only person who can do what you do’.

What three words best describe financial planners?

  1. Caring
  2. Professional
  3. Needing-to-not-take-themselves-so-seriously

If you only had $50 left, what would you do with it?

I’ve been thinking about this…I was talking to Karen [Phil's wife] and she said, “we don’t gamble well so couldn’t put it on pokies or anything because we’d just lose it.” I would probably buy a couple of beers and sit down with my wife and think about how to spend the next $40.

What's your biggest fear?

My biggest fear is something could happen to my kids or family – between us 6 kids, ranging from 16 through to 23. My biggest fear would be something to happen to any one of them. And snakes, I hate snakes. Put me in that movie snakes on a plane, I will have a heart attack.

Best movie of all time?

I like The Green Mile – It just shows that there’s a little bit of magic left in the world. Or one of the Rocky movies – which shows you you’ve got to get up and keep fighting.

If you could be an animal what would you be and why?

Not a bloody snake. I’d like to be hawk because it’s not up the pecking order as high as an eagle so everyone’s not trying to kill you, but you can float about checking everything out and you’ve got the world beneath you.

What would you like to have the final word on?

Have you seen the Australian news, what’s going on with Eddie Maguire? I think I’d better leave that alone though.

How about, everyone should stop taking themselves so seriously, sit back and have a look at the good things you’ve got in life, don’t worry about the bad things that happen around them.

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