What We’ve Been Up To – April 2022

We’ve advised a few people about their inheritance lately – resolving the myriad emotional concerns that can come with an inheritance, what it means for their financial future, what to do with it and the potential negative impacts.

Are You an Investor – or a Gambler? – April 2022

Like a spectator at halftime at the MCG, they’ve been bombarded with messages from people who profit from them making the wrong choice. Because, let’s face it, there’s a lot more money to be made convincing people to do the easy thing that’s wrong, than the hard thing that’s right.

Something to Share – April 2022

At its simplest, financial planning is like planning a holiday – you work out where you want to go and you assemble all the pieces (accommodation, transport, activities, etc.) to make the holiday happen.