Is it too good to be true?
If it sounds too good to be true, it probably is! I received an enquiry from a concerned client this morning who had someone visit her home (under the guise…
Getting the balance right
For most of our clients, the financial planning process involves increasing focus to future goals. We encourage them to reduce current spending so they are able to improve their lives…
Is your family protected?
Are you financially protected? Insurance and financial protection are never “party talk” and no one ever gets excited about a great insurance policy. It therefore, stands to reason that most of…
Getting off to a good start in life
Thousands of kids have just finished either high school or university and are about to enter the full-time workforce for the first time. This is an exciting time, and also…
Where am I at Financially?
Where am I at Financially? Last week I turned FORTY! I’m really not sure where all the years went. I think back fondly on my 21st and 30th birthdays and they certainly don’t…