Protecting wealth
Identifying your investment objectives is a lifelong process A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your […]
Review your needs and goals
Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start.
Visualise your future
Reaching a state of complete financial wellbeing Financial wellbeing ultimately comes from achieving financial security and independence. When you’ve reached a state of financial wellbeing, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind and the knowledge that whatever […]
Seven habits of financially astute people.
End your year how you plan to start your next. So what is it to be Financially astute? We are talking about those with more modest means who make the most of their money. … To make the most of their wealth, the financially astute may consciously or unconsciously hold onto a set of money […]