by Ben Charlton | May 15, 2024 | Uncategorised
Investing in the financial markets can be daunting, especially when faced with the unpredictability of market fluctuations. However, there’s a strategy that can help mitigate this uncertainty and potentially outperform fund performance over the long term: investing...
by Ben Charlton | May 8, 2024 | Uncategorised
Starting lifestyle financial planning early is akin to adopting a healthy diet and exercise routine at a young age. Just as these habits contribute to a longer, healthier life, proactive financial planning enhances both your financial health and overall quality of...
by Ben Charlton | May 1, 2024 | Uncategorised
Time is the true measure of real wealth, far surpassing material riches. While financial success can provide comfort and security, it is health that truly enriches our lives. No amount of money can buy good health, and it is through good health that we are gifted...
by Ben Charlton | Apr 24, 2024 | Uncategorised
More and more wealthy families are starting to create a “Family Constitution”. We are assisting a few clients with setting this up as it fits in perfectly with the planning we do with/for them. A family constitution, also known as a family charter or family governance...
by Ben Charlton | Apr 16, 2024 | Uncategorised
The term “financial planning” means different things to different people, whether advisers or clients. Unfortunately, this means that many people think they are giving and getting great advice, but in reality, they are not. Some advisers see themselves as asset...
by Ben Charlton | Apr 16, 2024 | Uncategorised
Retirement is a journey, and like any journey, it is marked by distinct phases, each with its own set of challenges and opportunities. Understanding these phases can help retirees prepare for the transitions ahead and make the most of their retirement experience....
