News & resources
The latest updates, stories & helpful guides from the Xentum team
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…
Xentum May Update
May 21, 2020 - 4 minutes read
Welcome to our latest newsletter. I thought I would start with a quick story Right at the start of my financial planning career before I…
High quality bonds in the spotlight
April 10, 2020 - 2 minutes read
There is an old adage in the investment world that ‘diversification is always having to say you are sorry’, as there is usually one (or…