Archive: March 2022

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Why Financial Advisers are like stabilisers

You have probably used stabilisers to help your children learn to ride a bicycle. Stabilisers help them learn to balance the bicycle, and use brakes and gears. You keep them on the bike until the child is confident that it can ride without them. Just like children, adults need support with financial planning, wealth management, Read More +

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And you think you are going to win the lottery !?

Every face in the room is smiling and cameras are flashing at a rapid pace. A person who was completely anonymous yesterday is suddenly holding a giant novelty cheque that indicates that they have won a huge sum of money on the lottery. That individual is generally interviewed after the photoshoot about what they plan to Read More +

Little girl gardening with her granparents

Get the retirement lifestyle you deserve….

The future has a way of creeping up on you. Rather than being scared of what it might hold, it’s best to be prepared. As the old saying goes, ” A stitch in time saves nine.” With a little bit of foresight, awareness, and strategic retirement planning, you can build the funds necessary to fully enjoy Read More +

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Why It Is Important to Save For Your Future Self

A television advert was recently launched and, in the advert, someone went back in time and said thank you to their younger self for making the right (financial) decisions, which in essence meant that they had a much better quality of life now than they would have done if the ‘ younger self’ had not Read More +

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5 Financial Family Planning Efforts To Implement Today

Major life events, like loss of work and death, change your family’s income dynamic and strain your finances. These changes have a ripple effect on most other areas of your life, so they necessitate a financial plan sooner rather than later. A financial plan consists of your financial goals, assets, and liabilities, and it should Read More +

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A Clear Roadmap for your Succession Planning

Many organisations, small business and family-owned businesses face challenges when transitioning due to a lack of proper ways to tackle succession planning.  There is a loss of decades of knowledge and experience when a key employee departs or retires. This is then followed by a turbulent transition which in many cases interferes with the future Read More +

FH Manning Financial Milestones what to do in your 20's to your 70's

Holding the key to your future – Financial Milestones with FH Manning

Advice and guidance for your 20s, 30s, 40s, 50s and 60s You won’t work forever. At some point, whether you like it or not, you will have to retire and depend on what you have saved for the years you have been working. Sadly, some people have nothing to show by the time they reach Read More +

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Taking the First Step to Financial Freedom and Discovering a New Way of Life 

Our very own financial advisor, Claire Markham has been working diligently with Mrs. A to help her achieve financial freedom for a new way of life. It’s never too late to turn your life around! The first step is to be willing to discuss your finances. The subject of finances is taboo, but it’s necessary to build Read More +

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Three Essential Questions Answered Through Lifestyle Planning Services

Engaging in good, solid financial planning practices with the help of an experienced financial adviser is essential in order to meet all of your long-term financial goals. What happens when you connect all of your smaller financial goals into one big, comprehensive picture, creating a kind of road map for the future? Integrating your financial Read More +

Do You Know Who to Turn To When….

Life is filled with unexpected challenges. You may, with no warning at all, find yourself facing unexpected circumstances: job loss, changing jobs, moving house, having children, and more. Often, you may find yourself dealing with circumstances you never had to anticipate. Do you know who to turn to when you face those issues in your Read More +

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