Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages

12 February

Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life.  Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]

The importance of financial advice in living a lifestyle of choice

5 February

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a...[Read More]

Market volatility: why time in the market matters more than timing the market

29 January

Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment.  While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]

Understanding estate planning and key legal tools: why legal advice is essential

29 January

Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.  It goes beyond simply writing a will; it involves making key decisions about property...[Read More]

Estate planning: living your best life without regrets

15 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Starting a business after retirement: turn your passion into profit

8 January

For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]

Estate planning: preparing for life’s uncertainties

25 December

Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances.  The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]

Journeys of a lifetime: how to make travel truly memorable

25 December

Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]

Legal support for the elderly: a vital resource for aging with dignity

11 December

As individuals age, they face unique legal challenges that can impact their quality of life, independence, and financial security.  Elder law, an emerging area of legal practice, is dedicated to addressing these challenges and providing tailored...[Read More]

How to plan for retirement in the modern world

11 December

To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]

The benefits of financial planning and personalised strategies

20 November

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as...[Read More]

What is meant by “wellbeing” and how do we achieve it?

20 November

When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]

Traveling abroad: essential dos and don’ts for a respectful and memorable journey

13 November

Travelling overseas is more than just a chance to see new places; it’s an invitation to step into worlds vastly different from our own. From Marrakech’s colourful markets to Tokyo’s bustling streets, each destination offers unique customs,...[Read More]

Empowering Aging Parents: A Guide to Navigating Technology and Avoiding Scams

6 November

Supporting aging parents with technology is essential as it helps them stay connected, access resources, and remain safe online.  Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]

Easy ways to start a fitness regime in your 60s

30 October

If you’re over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk of serious conditions such as heart disease, diabetes, and osteoporosis.    However, starting or restarting a fitness regime...[Read More]