With everyone back working again after a lovely summer and the kids back at school, we will soon be approaching that time of year when most people renew their health insurance. For some people, they simply renew their existing plan without too much thought – if it was right for you a few years ago,

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30th September, 2019

Posted In: Financial, Health, Insights

We came across a quote recently that has really got us thinking, as it hit home on one of the most important aspects of financial planning. The quote is, “Money always moves when life is in transition”. The reason the quote had such an impact is because it makes financial planning real. When some people

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30th September, 2019

Posted In: Advice, Financial, Insights

When you think of retirement, what do you think about? Is it those additional games of golf, spending a few months every year in the sun and lots of time with the grandkids? Or instead do you think about your pension fund and silently worry that you might not have enough money to do all

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30th September, 2019

Posted In: Financial, Insights

Traditionally the role of a financial adviser has been to help you grow your financial resources. This has evolved significantly in more recent times into a much broader role, as financial planners have developed the skills and the tools to provide a lot more value than this. Sitting at the heart of what we do

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22nd July, 2019

Posted In: Advice, Financial, Insights

As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally don’t want to spend too long thinking about this, but unfortunately for us to do

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25th June, 2019

Posted In: Advice, Financial, Insights

Well there is no exhaustive list for this one – there really are so many potential factors that can influence your investment returns. When you ask a professional investor, they will often jump to factors such as the economy, sentiment and interest rates. All very relevant factors. Some factors of course have bigger impacts than

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25th June, 2019

Posted In: Advice, Financial, Insights

In this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your financial affairs. Stay healthy A decline in health

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1st April, 2019

Posted In: Advice, Financial, Insights

The first quarter of each year is a time when we all tend to take stock of how we manage our finances. We look at our financial habits, ways of saving money and managing our spending better. This is also a great time of year to take a hard look at our retirement planning, to

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1st April, 2019

Posted In: Advice, Financial, Insights

2018 ended with a bit of a sting in the tail for investors, where we saw a lot of volatility in markets and a modest correction. While many analysts are forecasting single digit growth in 2019, they are also suggesting that 2019 may be another bumpy ride for investors with more volatility in markets. We

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5th February, 2019

Posted In: Advice, Financial, Insights

This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. We hope to give you some food for thought to ensure you

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5th February, 2019

Posted In: Advice, Financial, Insights

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