Preparing the Next Generation for Wealth – Why It Matters

Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?

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A Second Chance to Shine: An Introduction to the Important Benefits of Encore Careers

Ever wished you could do things over? Go back and study harder at school? Or pursue your dream career rather than settle for a steady pay cheque? Maybe you wanted to work overseas but didn’t get the chance. While no-one gets a Benjamin Button-style rewind option, the days of lamenting how you “missed the boat” could be over.

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Do you really need to work longer?

Slaving over a hot computer, putting in extra hours over the weekend… many pre-retirees are driven by a fear of the future. What if I don’t have enough money saved? What if I outlive my investments? Maybe I’ll just tap away for another two years to ensure my family are secure.

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