Investing can be a roller coaster: 3 tips for riding the ups and downs

17 April

Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy.  Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]

Living your best life in retirement: why professional advice matters

17 April

Retirement is an exciting new chapter—a time to prioritise health, passion, relationships, and personal growth.  Whether you’re planning adventurous travels, exploring hobbies, or giving back through volunteering, the key to enjoying a...[Read More]

The secret to family holidays: how to get your teenage and independent kids on board

17 April

As kids grow into teens and young adults, family holidays often become a harder sell. They’ve got social lives, part-time jobs, study pressures, and their own sense of independence.  But when you realise you might only have a handful of chances...[Read More]

The importance of life insurance: why we need to be educated before it’s too late

17 April

In today’s fast-paced world, we wake up each day surrounded by innovations, gadgets, and new technology designed to make life easier or more exciting.  From the latest smartphones to smart home devices and subscriptions, we often don’t hesitate...[Read More]

Avoiding isolation: staying socially connected and emotionally fulfilled at any age

10 April

Social connection is a fundamental human need, just like food and shelter. Regardless of age, staying connected with others plays a crucial role in our emotional and mental well-being.    In a world that’s increasingly digital and fast-paced,...[Read More]

Building a retirement bucket list: turning dreams into reality

10 April

Retirement marks the beginning of a new and exciting chapter—one that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those “one day” goals.    Creating a retirement bucket list is more than just a fun...[Read More]

What does ethical investing mean and how does it relate to ESG investing?

10 April

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

The difference between bananas, stocks and bonds

10 April

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]

Respect your time: breaking free from instant availability

3 April

Constantly replying instantly to every work message reinforces two harmful assumptions: first, that your time is endlessly available, and second, that your personal focus isn’t important.  Responding immediately may feel productive, but it...[Read More]

Managing finances and lifestyle activities during retirement

3 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

Managing debt: a strategic approach to financial freedom

3 April

Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]

How much is a life worth? Planning for those left behind

3 April

The loss of a loved one is an incalculable emotional blow, leaving a void that words cannot fill.  While grief and the sense of loss dominate the immediate aftermath, it’s important to also consider the practical implications, especially when the...[Read More]

Missing the bounce? Why market patience matters

27 March

Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a natural part of market cycles, and investors who...[Read More]

The currency of connection: where true happiness lies

27 March

Financial wellbeing is often equated with security, stability, and the ability to afford life’s necessities and luxuries without undue stress.  However, true happiness transcends monetary wealth, finding its deepest roots in meaningful...[Read More]

Considerations with ESG investments – what you need to know

27 March

Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]