Categories for Financial planning articles

Just retired? Make the most of your nest egg with smart financial planning

For many people, retirement is their big goal. The endpoint of a lifetime of saving. The reward for years spent accumulating and investing. But what many may be surprised to discover is that, when you get there, the need for financial planning doesn’t go away. In fact, it can become even more important. Here are Read more…

Counting Down to retirement? Time to get your Financial Plan in place.

Through most of your life, retirement seems a long way away –some sort of ethereal mirage floating somewhere in the distance. Then suddenly you’re in your mid-50s and it’s just around the corner. How did that happen? The good news is that it’s not too late to get on the right track.  Here are a Read more…

2017 Chair’s Award

Pleased to be recognised at our advisers National Conference of the Institute of Financial Advisers (IFA). The certificate was awarded in recognition and appreciation of Paul Sewell for outstanding service and loyalty to the IFA and the financial services industry.  IFA recognises the quiet achievers with this award.  The volunteer who has dedicated their time, Read more…

Harden up in 2016 and just do it!

By Paul Sewell It is the New Year and you have made some financial New Year’s resolutions.  Chances are saving more money is on the list.  This post is not about tips on  how to save money as you already know what  to do.  Just do it in 2016.   Financial Planning 101 states the Read more…

Before you Spend

If you have heard the phrase-“This is a once in a lifetime opportunity”,   You are about to spend some money that you haven’t budgeted for.   I have been thinking about all these “once in a life time opportunities” that we all seem to have options too. Given it is Halloween today, Americans are expected to spend Read more…

Before You Invest

WE BELIEVE… that it’s best to adopt a sensible approach in planning your investments.  This will enable you to select the right investments to meet your goals at the right time, with an acceptable level of risk along the way.  But before you do this, you need to lay the foundations to look after yourself, Read more…