If you’ve ever thought about investing some money for your child/children, you’ve probably wondered how best to do it. Should you invest in their name, in your name, via a trust or some other option. It can all get confusing. To help you, we have developed this toolkit which will help you determine the most […]
READ MOREWebinar: How to invest money for your children?
We are regularly asked by parents (and grandparents) about investing money for their kids. So much so that we recently held a webinar that explored all of the different options available to you, and the issues you should consider in deciding which approach is most suitable. If you weren’t able to join us don’t worry, […]
READ MORETax Tips and Tax Return checklist
We have a tax tips and tax return checklist you can download here to help you prepare for the end of the financial year. This includes a list of items that may help you to finalise your tax return, and some handy tax tips. Click Here. Want some help to work out your priorities […]
READ MOREWebinar: How to find a Financial Adviser
People are looking for advise but they don’t really know where to go. Certified Financial Planner and Advisor David Hazlewood shares his views on how to find a financial adviser. Click play to watch now. https://youtu.be/8Np4MhoR8xY What to consider when selecting a Financial adviser checklist Ongoing advice. What value do you receive? Example of an […]
READ MOREWebinar: How much do I need to retire?
A common question we get asked by our clients is “How much do I need to retire?”. In this 45-min presentation, Certified Financial Planner and Advisor David Hazlewood shares his answer. Click play to watch now. https://www.youtube.com/watch?v=4b8oarG8Ca8 Want some help to work out your priorities and achieve your big goals? Download our free Live Your […]
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