Why Put Your Trust in a Financial Advisor?

When dealing with financial management, trust must be built in the early stages of the client and financial advisor relationship. I get it! I might help manage other people’s finances, but I still have the same apprehensions that my....

Building a Financial Dream Takes Patience

There is a glimmer of hope on the horizon as we begin to think about life beyond lockdown. All the plans you put on hold at the start of 2020 can be aired out and reviewed to see if they still matter. For many of my clients, the pand....

Creating a Financial Life Plan for an Unknown Tomorrow

If we’ve learned anything this year it’s that tomorrow is never guaranteed. Understanding and organising your finances is one sure way to protect your loved ones from stress and anxiety during an uncertain future. A sound financi....

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....

Pensions, Investment, Protection and the role of Financial Planning

Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning, Rory talks about the link between advice and planning. He examines different scenarios of the work....

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....