Connection through giving
For some people, philanthropy isn’t on their radar. If they have surplus funds, their preference is to reinvest with the view to grow their wealth. For others, giving back is part of who they are, and they find it a rewarding and fulfilling experience. There’s no right or wrong, but it can be challenging in […]
Are you paying too much for insurance?
With all the changes that have occurred over the past few years, have you reviewed your insurance policies to see if they’re still relevant for you? Whether you have Life Cover, Total Permanent Disability Cover, Income Protection, Trauma Cover or a combination of these, it’s important to reassess to ensure that your cover will protect […]
Is goal setting worth it?
Is goal setting worth it? You might think that’s a strange question from a financial advisor! But for some people, the burden of setting goals and the responsibility of achieving them in a certain time frame is a challenge. If this sounds familiar, there are different tactics you can use and approaches you can take […]
Opposites attract
You know how people say “opposites attract”? Never is this more true than when I meet couples where one is a “spender” and one is a “saver”! Some people are spenders by nature because when they were growing up money was readily available. Others are spenders because their situation was the opposite – money was scarce and […]
5 services you may not have expected…
Deciding if a Family Office is right for your situation can be difficult. Is there enough wealth to warrant such a structure? And is our family complex enough that we need help navigating the management of our wealth? Both common questions, but the reality is that a family office can be anything you want it […]
Nobody likes surprises…
Nobody likes surprises…well some people might! But I can almost guarantee when it comes to estate planning, most people don’t. Of all the discussions we have with the people we help, estate planning is the most delicate and requires a lot more than a “one size fits all” approach. Managing family dynamics and expectations is […]