How to plan for retirement and start the journey with confidence
10 June
Retirement is not just a date on the calendar. It is a major life transition that affects your finances, routine, relationships, health, mindset and sense of purpose. For many people, the hardest part is not deciding whether they want to stop...[Read More]
Europe, the Scottish Highlands and an Outlander dream
10 June
There are some journeys that feel like a holiday, and then there are journeys that feel like stepping through time. A trip through Europe and into the Scottish Highlands is one of those rare adventures where cobblestone streets, ancient castles,...[Read More]
Dispute resolution: strategies for navigating conflicts successfully
3 June
Managing a dispute effectively requires a strategic approach that considers the nature of the conflict, the parties involved, and the desired outcomes. Here are several key considerations to keep in mind when managing a dispute: Understand...[Read More]
Exploring the world’s top culinary destinations
3 June
Exploring the world’s top culinary destinations is a feast for the senses, offering a blend of traditional flavours and innovative gastronomy. Here are some of the most renowned places known for their exceptional culinary experiences: Tokyo,...[Read More]
Understanding risk tolerance: Passing the investment sleep test
27 May
Investing is never just about chasing returns. It is also about understanding yourself. Before choosing where to invest, one of the most important questions to ask is not simply, “How much can I make?” It is, “How much uncertainty can I...[Read More]
Spin the globe: Six weeks through Canada and Alaska
27 May
For the mature family with a little more time, a sense of adventure and a desire to do something truly memorable, this six-week getaway lands on one of the world’s great wilderness playgrounds: Western Canada and Alaska. This is not a holiday...[Read More]
7 signs you are ready for retirement — but worried about keeping active
27 May
Retirement is often described as the great reward after decades of hard work. No alarm clock. No daily commute. No endless meetings. No packed lunches. Just freedom. But for many people, retirement also brings a quiet question: What will I...[Read More]
Why estate planning conversations are so hard
27 May
Talking about estate planning can feel confronting. It’s a conversation tied to ageing, mortality, money, and family dynamics — all sensitive topics many of us prefer to avoid. Yet, avoiding it doesn’t make the need go away. In fact, most...[Read More]
Gift ideas that bring independence, wellbeing and family together in retirement
20 May
Buying a gift for a parent, relative or loved one who is living independently in retirement can be harder than it sounds. Many older people already have enough “things”. Another candle, hamper, gadget or decorative item may be appreciated, but...[Read More]
Why a financial review is one of the most valuable meetings you’ll have each year
20 May
Life rarely stands still—and neither should your financial plan. An annual financial review with your financial planner is not just a box-ticking exercise; it’s a powerful opportunity to reset, refine, and realign your money with the life...[Read More]
Understanding powers of attorney, enduring powers of attorney and advance care directives
20 May
As we move through life, we plan for many things — work, family, retirement and finances. Yet one area that is often overlooked is planning for a time when we may not be able to make decisions for ourselves. This is where documents like a Power...[Read More]
The view from 80: Lessons worth learning before life teaches them the hard way
13 May
If you ask an 80-year-old what matters most in life, chances are they will not begin with money, status, career titles or the things they once rushed to buy. They may smile quietly, pause for a moment, and speak about people. About time. About...[Read More]
Ethical investing: How do you align your money with your values
13 May
In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]
Understanding your risk profile: The foundation of smart investing
6 May
When it comes to investing, one of the most important — yet often overlooked — steps is defining your risk profile. It’s the foundation upon which your entire financial plan is built. Without a clear understanding of how much risk you are...[Read More]
Commercial property investment: Why the right advice matters
6 May
Commercial property investment can be an attractive way to build long-term wealth, generate rental income and diversify beyond residential property or traditional investment markets. From office spaces and retail shops to warehouses, medical suites,...[Read More]