And so we come to the end of 2018, and what a year it’s been. I’ve recorded a short message for you here looking back over the past 12 months and thanking you. We’ve also brought back our Summer Reading List for the Christmas Holidays. If you (or someone you know) love their endurance sports and are looking […]
READ MORE7 Key Retirement Numbers
We know that retirement planning can be confusing, and there are lots of different numbers you are told that you need to consider. Really though, there are only 7 Key Numbers you need to focus on: ×
READ MOREBusiness Brain Food Podcast with Ben Fewtrell
I’m featured this week on the Business Brain Food podcast with Ben Fewtrell, talking about running, business and the importance of not sacrificing all of your day to day fun in order to save for the future. You can hear the interview on these links: Website iTunes Spotify
READ MORETool Kit: Investing Money for your Children
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. What to consider when selecting a Financial adviser checklistOngoing advice. What value do you receive?Example of an Investment Philosophy Want […]
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. Want some help to work out your priorities and achieve your big goals? Download our free Live Your Dream […]
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