Monthly Archives: December 2015


How we deliver value to you.

Here's a good article that captures just some of the ways you'll benefit by working with us. In short, we help you by: Creating a clear and motivating plan of action that's personalised to you and your circumstances Educating you about options that are available to you (that you may not have realised were possible) Assisting you in [...]

2018-01-22T08:14:31+00:00 December 22nd, 2015|

The 2 biggest expenses you will ever face.

In your lifetime you will encounter many, many expenses. Cars and houses, repairs and travel, medical and educational – and much, much more. But there are two expenses that dwarf them all: Tax & retirement. Retirement Think about it, when you retire you stop working, that doesn’t mean your expenses stop rolling in. How much are [...]

2018-01-22T08:14:31+00:00 December 17th, 2015|

How to avoid a festive hangover (financially speaking).

There’s no doubt that the holiday season can provide the perfect excuse for excess. And while we’re all for “Let’s eat, drink and be merry”, it’s fair to say that too much of a good time now has led to many a sorry head later. Well the same goes for spending at this time of [...]

2018-01-22T08:14:31+00:00 December 8th, 2015|

How your financial adviser can help you earn up to 3% p.a. more on your investments.

Source: Enjoying success as an investor is impacted by much more than simply picking the right stocks (or other investments). In our many years of experience, it's having the right strategy that's key. This means getting crystal clear on where you stand now (including taking stock of all of your current assets and liabilities, opportunities and responsibilities), [...]

2018-01-22T08:14:31+00:00 December 7th, 2015|

Mary & Luke on finding a financial adviser they could trust.

Back in 2012, Mary and Luke had recently sold a property and their business, and were ready to enjoy retirement. “We’d parked the proceeds in a bank account, but wanted it to perform better in order for us to have the income we needed to live on,” said Mary. “Initially we spoke with one of [...]

2018-06-09T12:56:47+00:00 December 3rd, 2015|

Investing: focus less on ‘what’ and more on ‘how’.

The subject of investing is something most clients are very keen to talk about. And this makes perfect sense of course. Investments do play a major role in wealth creation. We find however, that it’s very easy to get caught up in the ‘what’ of investing. By this we mean that frequently the conversation turns [...]

2018-01-22T08:14:32+00:00 December 1st, 2015|