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Image for How to successfully change careers

FUTURE PLANNING

How to successfully change careers

Work should be enjoyable. It’s what we spend most of our time doing. It should allow us to develop our…

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FUTURE PLANNING

Getting the most out of your retirement

When you’re used to going to work every day, it can be daunting figuring out how to fill your day…

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Image for Do I enjoy what I do or do I just enjoy the pay?

PERSONAL FINANCE

Do I enjoy what I do or do I just enjoy the pay?

Do you enjoy your monthly pay check? I imagine so. Do you enjoy your pay more than your work? For some…

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INVESTMENTS

Client Story: Frank and Lisa – In it for the long haul

Frank and Lisa Doyle have been clients of ours for over ten years. But our relationship goes back much further…

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Image for How to make school fees more affordable

FUTURE PLANNING

How to make school fees more affordable

School fees are probably the largest outgoing after your mortgage or rent. If you have three kids, it is not…

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FUTURE PLANNING

Will I have to work until I’m 70?

We often get asked…’Will I have to work until I’m 70?’ As you might expect, it’s not always a clear…

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Image for How to have those difficult conversations with loved ones

FUTURE PLANNING

How to have those difficult conversations with loved ones

I often think about the time a client said to me that on his death…”the only difficult conversation that my…

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Image for Cash flow forecasting reveals hidden cost of pension freedoms

FUTURE PLANNING

Cash flow forecasting reveals hidden cost of pension freedoms

As financial planners, we regularly deal with the issue of pension freedoms and the ability to extract pension lump sums…

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Image for Does it all get a bit too much? Here’s what to do….

PERSONAL FINANCE

Does it all get a bit too much? Here’s what to do….

There comes a time in most people’s lives – and let’s be honest, it is usually in your 40s –…

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