A couple of months ago, we were discussing the differences between financial advice and financial planning. One of the key points from that discussion can be summarised as: If the first question you’re asked is about your money, you’re probably talking to a financial adviser If the first question you’re asked is about your life,
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Recently, we looked at how a financial planner differs from an investment manager. In simple terms, investment management is about how they allocate the money, what risk is being taken, and the returns you can expect to receive. Investment managers want to maximise the returns for investors. In our experience, what most people need is
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The bucket list oath “I solemnly swear to create memories that last a lifetime. I vow to make an impression on the world, not on the sofa. I promise to dream about unrealistic goals and make them a reality.” How about we write this down? How about we share it with our loved ones? How
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I would like to share a riddle with you. I can bring tears to your eyes; resurrect the dead, make you smile, and reverse time. I form in an instant, but I last a lifetime. What am I?… …Memories It’s well known that, for a generation (or two) of people, spending their hard-earned and saved
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A great caddie is more than just someone who carries a player’s bags. Keen golfer Dan explains more… Playing golf has been a passion of mine since I was old enough to hold a club. In my ‘prime’ I had a handicap of three, and now manage to still get around in fairly good fashion!
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