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An introduction to financial planning

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period.

Then, both you and the planner will imagine and view how that future life will look and feel, today. If anything doesn’t look or feel right now, you still have time, if you plan, to change your future.

The Plan will likely involve a period of saving and a period of spending. It’s a very creative process and no two Plans are the same.

When you have a Plan that looks and feels right and encompasses the rest of your life, you’re are then free to live each day and to focus on the present.

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Copy here introducing the client stories section and examples of testimonials

Investment returns: Don’t thank me, thank the ratio

In this article, I’m going to put forward the argument that investment firms, wealth managers and fund houses are actually not doing anything particularly special. That returns are generated by a simple formula and that is the relationship between two broad assets, equities and bonds.
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Have you made this common investment mistake?

At the start of the month Elon Musk sent ripples through the crypto realm. How he did it was just as simple as it was remarkable. In one tweet the luminary suggested that he had fallen out of love with cryptocurrency, causing Bitcoin to drop by 3.6% in value. And that’s all it took. One single tweet.
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Why predicting the future isn’t the answer

It’s 11 o’clock on a Monday morning and I’m reviewing one of my client’s financial plans. I’ve been working with her for many years now, helping her progress towards an end goal, which is to retire at the age of 70.
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