Resources
Putting your money to work – the basic principles of investing
January 12, 2021 - 4 minutes read
Rather than having leftover funds sitting in a bank account doing nothing, learning more about the basic principles of investing will ensure that all of…
2020 in review – a steady nerve pays off in the long-term
December 11, 2020 - 1 minute read
2020 has certainly been a year like no other. With the global Coronavirus pandemic and the ensuing economic downturn affecting all our lives, it is…
Tips from our financial planners for an amazing 2021
December 5, 2020 - 4 minutes read
A new year is a good time to review your short and long-term goals and get your finances in shape. Here, our financial planners share…
Why is a Will part of our risk mitigation process?
December 5, 2020 - 3 minutes read
Whatever your financial situation, to effectively pass on your assets when you die, you need to make a Will. So, if like many people, it’s…
Are negative interest rates likely?
November 13, 2020 - 1 minute read
This time last year I couldn’t have imagined writing an article on the subject of negative interest rates. Low interest rates, yes, but negative? Certainly…
Treat Your Personal Finances As You Would Your Business
November 4, 2020 - 2 minutes read
At a recent webinar, I spoke about the importance of aligning personal and business finances. So often, business owners get 100% focused on growing their…
Exit Planning – Knowing Your Number
November 4, 2020 - 5 minutes read
Wherever you are in your business journey, there will come a time when you want to exit, either to finish work or to head in…
Commercial Property in a post-Covid World
June 30, 2020 - 3 minutes read
One of the most common questions that is currently asked by clients is what the prospects are for commercial property in the future. We have…
Beware the “Free Advice” trap
June 9, 2020 - 3 minutes read
I was reminded of something recently: Free advice rarely works. Let me give you the context and an example. I play golf every now…