Categories for Financial planning articles

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…