Financial planning

/Tag:Financial planning

Will & Testament tips

Useful  hints and tips about wills and how to avoid the pitfalls. Please contact me if you have any more questions or concerns. Tip 1:  Get a will! Why do you need a will? There are many reasons but the deciding factor is, caring about the future of your family and loved ones.  This means making [...]

By | May 8th, 2017|Uncategorized|0 Comments

Buying a house & Insurance

What you need to know about insurance when buying a house! You will likely need life insurance to cover the property bond. This policy should include: Life cover Accelerated lump sum disability The bank will try to sell you their policy. You do not have to buy it from the bank, you can choose to get [...]

By | April 11th, 2017|Blogs|0 Comments

Why the need for a financial planning blog?

I feel there are not enough go to sources for clients to get information about financial planning services and products,   without having to deal with someone trying to sell them something. Financial planning can be a daunting prospect: Where to start? How much cover do I need? What product should I get first if I [...]

By | December 15th, 2016|Blogs|0 Comments

The value of financial planning

What would you do to create an extra 1.8% return in your investment portfolio? Well, according to recent research by Morningstar, receiving some quality Financial Planning advice ought to do it. Until now the value of a good Financial Planner has been largely intangible leaving some investors questioning whether any fee is "worth it". Thanks [...]

By | December 15th, 2016|Blogs|0 Comments