Articles
This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
Navigating the Financial Challenges of Your 40’s: Balancing Goals and Caregiving Responsibilities
Balancing financial goals with caregiving responsibilities for both children and aging parents can be an exceptionally complex challenge for women in their 40’s, and it's an area where a skilled financial planner can make a significant difference.
Navigating Divorce: Essential first steps with a Solicitor and Financial Planner.
Join Patricia and our guest, Georgina Peereboom in this vlog where they go through some of the essential first steps for those considering or entering a divorce or separation. In what can be quite an emotional and challenging time, it can be useful for some direction from professionals, particularly when it comes to the legalities and financial planning for your future.