Richard Watkins CFP^CM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?

Parminder Bains CFP^CM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.

Kusal Ariyawansa CFP^CM helps a young couple, who had reached a crossroads in their lives, to sort out their finances and consider some inter-generational wealth planning.