by Ben Charlton | Sep 5, 2023 | Uncategorised
Deciding when to retire is a massive decision we will all face one day. Apart from preparing ourselves for the lifestyle changes that come with stopping work, we must also make some decisions about our retirement investments. One of these decisions is choosing a life...
by Ben Charlton | Aug 22, 2023 | Uncategorised
We don’t like to talk about markets very often because what they do is beyond our control. Unlike others, we also do not claim to know where they will be in the following days, weeks, months, or years. Years, yes, in years, the markets will go up, but that’s another...
by Ben Charlton | Aug 18, 2023 | Uncategorised
In many of our articles, I bang on about the importance of having a long-term financial plan. The simple reason for this is that most people don’t have a plan, even if they work with a financial planner. A survey in the USA revealed that although 75% of their citizens...
by Ben Charlton | Aug 7, 2023 | Uncategorised
I recently spent some time in the bush with friends, a wonderful way to reset and feed the soul. These friends and I are all in the financial services industry so much of what we chat about, and debate is aspects of our work. A big focus for all of us is the various...
by Ben Charlton | Aug 2, 2023 | Uncategorised
I write this while sitting on the lawns of the Lion and Elephant Motel in Zimbabwe, 76km from Beit Bridge. It’s time for the bush, some R&R and the odd Zambezi lager. The trip has been well planned ( I love the planning), in fact, so well that for the last two...
by Ben Charlton | Jul 25, 2023 | Uncategorised
Today, we shed light on the often overlooked but immensely significant topic of qualifications in the realm of financial planning. Discover why choosing a Certified Financial Planner (CFP) can make a world of difference in your financial success. In various aspects of...
