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....

Mortgage Advice – Financial Broker or Bank?

A mortgage is one of the biggest financial decisions you will ever make. To make the most informed decision, I have outlined some of the main advantages of applying for a mortgage through a broker versus going directly to a bank. 1.....