The Courage to Feel Left Out

The Courage to Feel Left Out

You’ve probably heard a few stories of investors who made a fortune with a single investment decision. The neighbour who bought Amazon early and saw massive returns, or the colleague who invested in AI startups and is now talking about early retirement. When we...
Financial Spring Clean

Financial Spring Clean

As we move from winter into spring, it’s a good time to take stock of your household financial situation. Here are five topics to consider and address with your Financial Adviser: 1. Pension, Saving, Investing Retirement planning is about freedom; the ability to...
The Overlooked Hassles of Owning Property

The Overlooked Hassles of Owning Property

When building wealth for retirement, we often focus solely on the price tag of investments. However, many overlook a crucial insight that the true cost of owning assets extends far beyond the initial purchase price. Sound financial planning involves accumulating...
Difficult Conversations: The Heart of Financial Guidance

Difficult Conversations: The Heart of Financial Guidance

For many years, the role of a financial adviser was limited to providing access to financial products, often acting more as an order-taker than an advice-giver. However, in an era where financial information is at our fingertips and financial products are readily...
Taking The First Steps Towards Financial Clarity

Taking The First Steps Towards Financial Clarity

Getting Organised The first step in the financial planning process is gathering all the information needed to make financial decisions. Because this can take valuable time, people are often tempted to jump straight to the decision. This usually leads to suboptimal...