I have seen many investors with a portfolio that has no real relevance to their lifestyle and ambitions. Often they have some lower risk investments in deposit accounts and then…
During my career in financial planning, I have found many investors take far more risk with their money than they need to. This often leads to tears because they have…
A bucket list is an essential – and hopefully fun – way of making the most of your life. After all, as far as we know we are only on…
Many people invest their money to get the best returns possible and the financial services industry encourages this (it helps them sell more products). But within a financial plan it…
Many people think that financial planning is all about pensions, investment funds and life assurance. That is probably because that is what the financial services industry has led them to…
Do you know how much is enough to support your lifestyle, without the fear of running out of money?
This is one of the most important questions financial planning will…