News & Articles
Our library of blog articles is a free resource we provide to help our clients and prospective clients understand their finances better. If you have any specific questions about planning your wealth to achieve your goals, then please contact us.
09 May 2023
School fee planning: A comprehensive guide for parents
We all want the best for our children, and for many parents, this means paying for a private school education Download our comprehensive guide on school fee planning attached below. Find out – The one key action which will go a long way to ensure you are well prepared to… Read More
02 May 2023
10 reasons not to invest in property: A perspective shift for potential investors
It’s easy to understand the allure of real estate investment. Tangible assets, potential rental income, and long-term capital appreciation—what’s not to love? Well, as with any investment, there are downsides to be considered, and property is no exception. Here are ten reasons that may make you reconsider before… Read More
02 May 2023
How much is enough to retire comfortably? What’s your number?
Probably the most important question in all of personal finance, and one that we get asked constantly is: How much is enough to retire comfortably? Bloomberg did a global poll earlier this year and the average response was a number between 3… Read More
02 May 2023
Your guide to pension consolidation: The pros and cons you need to know
Do you have multiple pensions? In some cases, consolidating them could be beneficial. Pension consolidation is when you combine two or more pensions into a single pot. You may decide to do this as you approach retirement or during your working life for a variety of reasons. Download… Read More
21 Apr 2023
How much shall we leave to our children?
James Bond actor, Daniel Craig made the headlines a few years ago when he said that he doesn’t plan to have much money left to give to his children by the time he dies. “Isn’t there an old adage that if you die a rich person you’ve failed?” he said in an… Read More
12 Apr 2023
How safe is my money in the bank?
Amidst the recent news surrounding the high-profile setbacks at Silicon Valley Bank and Credit Suisse, you might find yourself wondering, “Is my money safe in the bank?” It is important to note that the banks in question faced some unique challenges, which currently do not appear to… Read More
11 Apr 2023
How to manage your exposure to your employer’s stock and reduce risk
If you’re a senior tech professional, chances are you’ve built up a good chunk of your wealth through equity-based compensation like stock options, restricted stock units, or stock grants. Concentrated stock positions can bring big rewards, but they also come with some serious risks. Managing these risks is… Read More
05 Apr 2023
The 5 best ways to spend your money
Financial Planning is all about helping you reach the point where you can spend all the money that you want without having to earn it first. As planners and wealth managers, we tend to concentrate too much on the process. We ask questions such as –… Read More
28 Mar 2023
Bulletproof your financial plan – The role of protection
What is protection or insurance? It’s ultimately an exercise in mathematics or risk management. There is a probability of A that B will happen and that will lead to an economic loss of C. To insure this, there is a monthly cost of D. So if… Read More
22 Mar 2023
Liquidity, Longevity and Legacy – The Three Ls of Financial Planning
What are the three L’s of financial planning and wealth management They are Liquidity, Longevity and Legacy. They are all about the time horizons of your financial objectives and a way of matching your assets to your future liabilities The way to visualise is to consider… Read More
04 Mar 2023
Seven Brutally Honest Financial Truths
In the movie Jerry Maguire, the main character, a sports agent played by Tom Cruise has an epiphany in the middle of the night and writes a mission statement called “The Things we Think and Do Not say” in which he exposes his industry’s greed and lack of… Read More
06 Feb 2023
Is your mindset holding you back from enjoying your retirement? Financial planning could help
When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run out of money are common concerns, there is one you may have overlooked: changing from a saving to a spending mindset. To secure your retirement, putting money away… Read More
