Introducing our Financial Life Planning brand – The Money Mentor

Over the next few weeks, you will see the introduction of a new brand on our website and other collatoral. The Money Mentor is our now fully established Financial Life Planning arm. As people know, I am passionate about thoughtful Fi....

Making your life the centre of your financial plan

What is Life Centred Financial Planning? Life Centred Financial Planning, I call it a ‘Life Without Limits’, inspires people to discover their most desired goals in life. The financial plan is then formulated so a person’s fin....

New financial life planning podcast

I’m delighted to introduce our new podcast – Life without Limits. This aims to take a closer look at financial life planning and how it can benefit you and your life. I’ll discuss what it involves and why it is different. The po....

Life without limits

    Hi Everyone, I've spoken and wrote a lot about Financial Life Planning in recent months.  With over 20 years experience in the Financial Services business, I've witnessed a fair bit - the good and the bad! Why I bel....

Secure your Income

[vc_row][vc_column][vc_column_text] Your income pays for everything. If an accident, injury or illness prevented you from working, how long could you cope financially? How would you pay regular household bills without an income? The s....

Do you know where all the pieces of your retirement picture are?

[vc_row][vc_column][vc_column_text] Do you know where all the pieces of your retirement picture are? When you move job, you have a number of things to add to your ‘To-Do’ list. Whether it is trying to avoid emergency tax or makin....