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We are hiring – Client Relationship Manager and Office Manager

News

  +++++ This position has now been filled +++++   Role of Client Relationship and Office Manager   Office hours – Monday to Friday 9am – 5pm* – Permanent Position *applications for 30 hrs + will be considered with salary and holidays adjusted on a pro rata basis.   You will work closely alongside the […]

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Could Extending Your Holiday Be Worth Considering?

Holidays, Retirement

Could Extending Your Holiday Be Worth it?   Remember those days during your career when just carving out a free weekend for a holiday felt impossible?   Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for […]

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What Did You Learn Today?

News

What Did You Learn Today?   “In a world of change, the learners shall inherit the earth, while the learned shall find themselves perfectly suited for a world that no longer exists.” ― Eric Hoffer   It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, […]

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Make 2022 your best year yet

News

  Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022.   Values   A common reason why so many New Year’s resolutions fail is that, […]

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Put Purpose in Your Financial Planning

Financial Planning, Pensions, Retirement

Put Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]

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Is a home refurb right for you?

Holidays, Retirement

In the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many people are reflecting on what lockdowns taught them about their houses and contemplating upgrades. But remodeling isn’t […]

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