July 4, 2020 Newsflash!

Monday 6th July : Business As Usual With effect from Monday 6th July our office will be fully operational and welcoming all clients, existing and new. Our meeting room follows all guidelines of a social distancing, sanitised space ...

Lifelong Financial Planning : 10 Steps to Buying A Property

August 19, 2019 10 Steps to Buying A Property

10 Steps to Buying a Property 1. KNOW YOUR BUDGET Collect your paperwork (payslips, bank statements, etc.) speak to us to find out how much you can borrow and what you can afford. 2. FIND YOUR MORTGAGE Based on your credit score ...

August 3, 2019 Case Study: Dealing with the Loss of a Loved One

Peter & Sarah: Dealing with the Loss of a Loved One Peter and Sarah were long standing clients of mine. Sarah always took care of the finances and Peter was happy with this arrangement. Over the years Peter and Sarah had ...

June 30, 2019 Case Study: The Importance of Critical Illness Cover

Tom & Janet : The Importance of Critical Illness Cover Tom & Janet were clients of mine for many years. I helped them with their savings, investments and retirement planning. I saw their children grow up and have children. ...