What is Life-Centred Wealth Management?
Life-Centred Wealth Management is all about achieving the way you want to live your life, for the rest of your life. It involves a personal and proactive approach to managing your wealth that revolves entirely around you. It starts with... Read More →
Financial Stress? You Are Not Alone – 5 Tips To Help
The COVID pandemic presents not only a health crisis but also a threat to our financial and mental wellbeing. Many people have lost, or have the fear the loss, of their main income source and like other type of stress,... Read More →
Dollar-Cost Averaging Or Lump Sum Investing? It’s Not Just A Financial Question
When investing, two common methods for deploying capital into the markets are dollar-cost averaging and lump-sum investing. What does this mean? Let’s say you have US$1,000,000 available to invest; lump-sum means investing that whole amount into the market all at... Read More →
5 Ways To Stay On Track With Your Investment Strategy
We often say to clients that the best investment strategy is one that you can personally stick to long term. For some, the benefits of investing may seem small to begin with but as each year passes the gains get... Read More →
Is It Really All Doom & Gloom?
Taking a moment to observe the constant stream of news fed to us, it will tell us that Coronavirus cases are not showing any signs of disappearing, many businesses are sadly closing, and people are losing their jobs, not to... Read More →
What Actually Is A Financial Plan?
A big misconception about financial advisers or financial planners is that you use them for their special ability to foresee how the markets will behave and that they know which stock or investment is going to go up. For sure,... Read More →
4 Reasons Why You Need A Financial Planner And More Importantly An Actual Plan
1. A plan helps you visualise the future you want Going about life without a plan of where you are heading or what you want your future to look like could mean you end up in entirely the wrong place.... Read More →
Get Your Foundations Right So You Can Ignore The Markets
The recent dip in the market followed one of the longest runs in history for positive returns. Many investors may not yet have experienced the emotions that come hand in hand with a market downturn and may not have been... Read More →