Top 5 things to do as you plan for the year ahead

4 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]

Top 5 financial New Year’s resolutions to achieve in the new year

28 December

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]

Essential retirement planning tips and mistakes to sidestep

17 August

Whether you’re in your 30s, 40s, or 50s, the importance of retirement planning cannot be overstated. Starting early allows you to build a secure financial foundation for your retirement years. However, the strategies and concerns differ based on...[Read More]

Consider the notion that time is wealth.

17 August

If you were to choose between money and time, which option would you go for? For some, the answer is easy: it’s money. The reason, of course, is that people measure one’s level of success and wealth by the size of one’s bank account, number of...[Read More]

Maximising the value from your Financial Adviser

10 August

Navigating the complex financial landscape is challenging. However, with the right Financial Adviser, you can optimise your investments and ensure a secure financial future. By understanding how clients often perceive missteps in their...[Read More]

Rethinking Wealth: Beyond Money – The Evolving Concept of Prosperity

3 August

In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]

Types of ethical investing plus the pros & cons

3 August

The investment technique known as ethical investing prioritises the investor’s moral, religious and social ideals over financial gain. The reason for this is that a growing number of investors have begun to demand social responsibility from the...[Read More]

What is dollar cost averaging and is it a good way to invest?

27 July

Investing can be a challenging exercise, although the principle behind it is deceptively simple: buy when prices are low. However, this is easier said than done. Even seasoned investors who attempt to time the market to buy at the most advantageous...[Read More]

Leveraging Your Accountant or Adviser as a Mentor for Your New Business

20 July

Starting a business is an exciting yet challenging endeavor. As an entrepreneur, you need to navigate various systems and processes while minimising errors and maximising success. To gain a competitive edge and make informed decisions, establishing...[Read More]

5 important considerations when investing in commercial property

13 July

Investing in commercial property can be a rewarding endeavor, but it requires careful consideration and thorough analysis. In this article, we will discuss five key factors that every investor should consider when venturing into the world of...[Read More]

The Essential Checklist for Effective Retirement Planning

6 July

Planning for retirement is not a task to be left until your final working years. The earlier you start, the more comfortable and enjoyable your retirement can be. Here’s an essential checklist to help you navigate the path to effective retirement...[Read More]

Learning From Bananas: Insights Into Stocks and Bonds as Investments

29 June

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]