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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Being content focuses on the present, striving for happiness wastes it

These days we’re encouraged to ‘live for today’ and ‘enjoy the moment.’ It’s one of life's biggest cliches, and one that was actually quite difficult to follow pre-pandemic when things were ‘normal’.
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Upsizing at retirement

Empty nesters no more, children staying in the family home longer may mean upsizing rather than down
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Markets and Indexing: What we can learn from human behaviour

Index funds are still here, and here for the long haul. After they were created in 1975 they were ridiculed and declared a fad. But fast-forward to 2024 and US$11 trillion is now invested in index funds, forming the bedrock of our Navigate Portfolios.
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