by CL13NTC4R3 | Oct 12, 2026 | Uncategorised
This week I was meant to be in Cape Town for the Financial Planning Institute’s annual convention. It’s an event I look forward to every year. It’s a chance to learn, and to reconnect with people I’ve come to know over 35 years in financial services. Then life...
by CL13NTC4R3 | Oct 5, 2026 | Uncategorised
Deciding when and how to retire is one of the major transitions we help clients work through. Naturally, a large part of this decision comes down to the numbers, and one key question we help clients answer is, “Am I going to be okay?” While a financial plan can help...
by CL13NTC4R3 | Oct 5, 2026 | Uncategorised
A few weeks ago, we at Client Care hosted a breakfast with my good friend Dan Haylett, a financial planner from London. Dan and I share a passion for helping clients live a full and meaningful retirement. He has written a book on the subject and has just been...
by CL13NTC4R3 | May 11, 2026 | Uncategorised
Investing is both a science and an art. The science of investing can be learned in books, the classroom, and by following your curiosity online. Understanding inflation, interest rates, asset allocation, and legislation gives you the foundation for becoming a...
by CL13NTC4R3 | Apr 17, 2026 | Uncategorised
At the start of the year, we cautioned that after three strong years in the stock markets, investors need to have realistic expectations about near-term returns and be prepared for a period of possible market declines. The exact timing and reason for the decline were...
by CL13NTC4R3 | Feb 16, 2026 | Uncategorised
The 10-Year Test You’ve done the hard work of creating a workable financial life plan that accounts for your current circumstances and future goals. You’ve implemented it using evidence-based, well-diversified investment portfolios. Now imagine you cannot...
