by Daniel Busman | May 26, 2023 | Weekly Wisdom
What should you know? Much of our work is focused on helping our clients to live their best lives, on their own terms. However, we must also acknowledge and plan for the unexpected. One of the key questions we need to prepare for is “What happens to your assets when...
by Daniel Busman | May 19, 2023 | Weekly Wisdom
What should you know? Failure to effectively manage your finances during your working years can leave you short in later life. We call this the ‘Retirement Lifestyle Cliff’, where inadequate savings lead to your lifestyle drastically reducing the moment you stop...
by Daniel Busman | May 12, 2023 | Weekly Wisdom
What should you know? In the near term, investment performance is impossible to predict. In moments of uncertainty, we sometimes see significant changes in share prices on a day-to-day basis – commonly known as “volatility”. However, when we zoom out, we see...
by Daniel Busman | May 5, 2023 | Weekly Wisdom
What should you know? Einstein said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” Compounding is the snowball effect on your money, when you receive growth on the capital you’ve invested,...
by Daniel Busman | Apr 28, 2023 | Weekly Wisdom
What should you know? This week we provide some tips to help you maximise your savings. Pay yourself first: Make sure your monthly investment contribution leaves your account the same day you receive your salary. If you don’t, you will often find an excuse to spend...
