Posts

Defining your investment goals

Deciding what you want to do or achieve in a certain time frame

From the old adage of saving for a rainy day to planning for a comfortable retirement, before you can actually define your investing goals you need to ask yourself what you want to achieve. While deciding on the best fund, tax regime, pension or investment is a necessary part of the financial planning process, it’s crucial to understand what these mean to you – and your lifestyle makes it more relevant and real. Read more

Preparing for the unexpected

Are you and your family fully protected?

Protecting your family should underpin financial planning, and it can also be a key business tool or estate planning mechanism. But, despite this, one in five (21%) people admit their household would not be financially secure for any length of time if it lost its main income through unexpected circumstances. Read more