Independent Financial Adviser

Five steps to building a successful investment plan.

Five steps to building a successful investment plan.

Whether you’re saving for your future retirement or building a university fund for your teenager, a smart, diversified investment strategy is essential. Get educated and get ready for hard – but rewarding – work, with these key investment management steps.

Three important reasons to start investing now.

Three important reasons to start investing now.

Financial saving is an uncontested necessity. How much – and how early – one begins saving, however, is less concrete. One thing is still certain though: the sooner you start saving, the better. Which means it’s time to stop procrastinating. Whatever your deterrent (perhaps the market seems unreliable, or you feel you need more expertise to invest wisely), it’s costing you. Experts estimate up to 40% of individuals experience a financial loss due to delayed investment.

How to find the right independent financial adviser for you.

How to find the right independent financial adviser for you.

Congratulations – you’ve decided that you need an independent financial adviser (IFA). An IFA can help you manage your wealth journey, from the time you start putting in place a financial plan until you enjoy your well-earned retirement.

Do you really need an independent financial adviser?

Do you really need an independent financial adviser?

If you want to be not just financially stable but prosperous (to be able to use your money to achieve your dreams and aspirations for your family) then you need the help of an expert. You need an independent financial adviser (IFA). Many people think that they need to have complicated finances, great wealth, or special circumstances to enlist the help of this kind of professional but that is simply not the case.

Playing retirement catch-up? Start here.

Playing retirement catch-up? Start here.

Planning and saving for retirement is essential if you want to enjoy a stable and prosperous financial life into your later years. And, with more people living longer than ever before, you will most likely enjoy a much longer retirement than previous generations – a retirement in which you will not be working and generating an income. Hence, the need for retirement planning and the wisdom behind the advice that it is never too early to start planning for retirement.

FYI – Top investment management tips for five major life stages

FYI – Top investment management tips for five major life stages

Investing wisely and in line with your financial needs is an essential task for those who want to enjoy financial stability and prosperity at every stage of their wealth journey – essentially from the time you start earning and managing your own money and into your retirement.

20, 30, 40, 50 – Here’s some wealth management tips per decade.

20, 30, 40, 50 – Here’s some wealth management tips per decade.

Money will be an essential part of your daily life for your whole life, and as an adult, how you manage your money will have an impact on your security, health, and happiness. That being said, research shows that only 60% of home-owning adults take an active interest in managing their finances or even have a monthly budget.

Getting a divorce? Consider these financial pitfalls.

Getting a divorce? Consider these financial pitfalls.

There are a number of major life-changing events that necessitate a careful review of your finances and plan for prosperity. Unfortunately, divorce is one of them. Already a traumatic experience, the dissolution of a marriage also brings with it a range of financial implications, many of them quite devastating.

Three things to do with an unexpected inheritance

Three things to do with an unexpected inheritance

What would you do if you were given X amount of money? It’s a question you’ve probably been asked in casual conversation with friends at some point in your life. Hypothetically, it’s easy to say something like, “Well, I’d quit my job and head off on a yacht cruise around the world” or “I’d buy my family a holiday house in the Maldives”. But in reality, if you’re the beneficiary of a financial windfall, decided how to use the unanticipated sum isn’t that simple.

What is a fiduciary adviser and why does it matter?

What is a fiduciary adviser and why does it matter?

When looking to hire a financial adviser to manage and grow your wealth, there are a number of key factors to consider before you make your selection – one being whether you’d prefer to work with an agent tied to a big financial house or with an independent wealth manager.