December 20, 2019
An active fund manager selects the companies and sectors they believe are going to outperform a common index. For...
December 18, 2019
What is a financial planner? It’s the most common question I’m asked. If you ask Wikipedia, a financial planner is ‘a...
October 28, 2019
Building a successful business doesn’t happen overnight. A successful business is a product of dedication, sacrifice,...
October 13, 2019
This has always struck me as a question that doesn’t make sense. In theory if a financial adviser asks their client...
September 30, 2019
Often people invest based on a prediction the price of their chosen asset will eventually rise. This must be the case,...
September 16, 2019
Tax. It’s an unavoidable aspect of working. Most people pay a lot of tax in their working life and don’t receive much...
September 2, 2019
Most people have another ‘asset’ up their sleeve leading up to retirement; their leave entitlements. In some cases, you...
August 19, 2019
I’ve just had my first child just before I turn 30. My father was 30 when I was born and his father was 30 when he had...
August 5, 2019
“Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that...
July 22, 2019
It is important to understand what we, as financial advisers, are able and willing to do, and what we are not able to...