Jan 19, 2021
Before Christmas, we released the first episode of a new series called The 9 Accelerators of Successful Retirement Planning.
The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care...
Jan 5, 2021
We all know about physical, emotional and psychological abuse, and we all like to think that we could spot it happening. However, one type of abuse we rarely consider is financial abuse.
This week, I am joined by my friend Michelle Hoskins, founder of Standards International, which sets standards across the globe for...
Dec 29, 2020
In last week’s episode, I took time to reflect on a few things that I have been grateful for this year. I shared some personal things, like being able to spend more time with my family over lockdown, and some global good news stories that didn’t quite make it into the news - thanks to pandemic craziness.
As we...
Dec 22, 2020
This year has brought with it hardship and constant struggle. We have introduced a new lexicon into our everyday vocabulary with words such as COVID, social distancing and furlough being part of our daily conversations.
But Christmas is a time for celebration and joy, so it seems right to take time and reflect on what a...
Dec 15, 2020
Over the years I’ve helped well over a hundred couples plan for the retirement they desire - and the retirement they deserve – and during this time we’ve created a clear framework for what needs to happen for clients to be able to retire with confidence, clarity and choice about how they spend their...