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Top things to focus on in the new year.

Top things to focus on in the new year.

We recently spoke to our Adviser partners as we wanted to know what existing clients and new clients focus on at the beginning of the year. Below are the top 5;     Reduce debt: This is a big one. Getting out of debt sooner usually means more money to play...
Misconceptions about a financial planner

Misconceptions about a financial planner

We have been speaking to quite a few different people lately and we were surprised about what a few people thought about financial planners. Here are the top ones… I don’t have enough money to need a planner. Sounds like you actually do need one. Planners...
How To Choose The Best Financial Adviser?

How To Choose The Best Financial Adviser?

We tend to hear this question a few times. We think it stems from the feeling that everyone has their own hidden agendas. Below are a few things we consider important. Some may be important to you, some might be less relevant. 1. Not aligned with any product...