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.
The catalysts that drive pre-retirees to seek financial planning advice
Entering the pre-retirement phase can be both exciting and daunting. It's a time when you start contemplating the financial aspects of your future, and various triggers can ignite the motivation to seek the guidance of a financial planner. In this blog, we'll explore some of these triggers and how they can set you on the path to a more secure and prosperous retirement.
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.