- Wednesday, 08 June 2022
As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar.Read more...
- Monday, 15 February 2021
The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.Read more...