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Image for Who would you choose to care for your children?

FUTURE PLANNING

Who would you choose to care for your children?

My brother has just been to visit. He lives in Asia. He’s a successful guy with his own business, who…

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Image for Reduced fees don’t have to mean reduced quality

INVESTMENTS

Reduced fees don’t have to mean reduced quality

I was brought up in the 1990s to view passive funds as the enemy. What a narrow-minded view! But in…

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HEALTH AND WELLNESS

Learning to let go of what you can’t control

I recall sitting at my desk at home on Monday, 23rd March, 2020, thinking of Marvin Gaye’s words: ‘What’s going…

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Image for Rates are on the rise – do you remortgage or opt for a product transfer?

PERSONAL FINANCE

Rates are on the rise – do you remortgage or opt for a product transfer?

It won’t have gone unnoticed that interest rates have been rising pretty fast over the past few months. And it…

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Image for Passive or Blended: Which portfolio is right for me?

INVESTMENTS

Passive or Blended: Which portfolio is right for me?

Choosing whether you want a Blended Portfolio or a Passive one depends very much on the value you put on…

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Image for How to best gift your assets to your loved ones

FUTURE PLANNING

How to best gift your assets to your loved ones

We often get asked about how to manage gifting assets and more often than not, our advice is to take…

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Image for Ever heard of an Essential Plan?

FUTURE PLANNING

Ever heard of an Essential Plan?

“How do I unlock his phone?” No one plans to get ill. Accidents happen. And if something were to happen,…

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Image for Why diversification is worth the risk

INVESTMENTS

Why diversification is worth the risk

The phrase “don’t put all your eggs into one basket” comes to mind when I think about diversification in an…

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Image for Have you thought about protecting yourself?

FUTURE PLANNING

Have you thought about protecting yourself?

It’s a legal requirement to insure your car. It’s a legal requirement to insure your home. It is not a…

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