Blog
Learn more about planning your financial future.
Why use a Financial Broker over a Bank or Credit Union?
A large percentage of people head straight to a bank or a credit union (as more credit unions start offering “financial services”) when they want advice on the following products: Investments or Savings Pensions Life Insurance Serious Illness Cover Mortgages Income...
Pensions For All Ages
Pensions are such an important part of your finances yet many seem to avoid them until later in life. We are all for living for the now which is so important but ignoring your future can be detrimental to your finances. A pension in its simplest form is saving to...
Redundancies & Pensions – The Pitfalls
If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...
A Guide To Income Protection
The thought of being unable to work due to injury or illness is extremely daunting. But life can be unpredictable and often throws a curveball in our direction. If you’re unsure how you would get by financially if you were unable to work, you might want to consider...
Why you need a savings plan
Savings are so important and are a huge part of any solid financial plan. Having savings gives you more security for the future which eases financial worries. There are countless things you can save for depending on your goals, but the following are 5 key reasons why...
Common Questions Answered
The following are 5 common questions we receive on a frequent basis. We will always answer questions directly, but we created anonymous variations of these 5 common questions as it may benefit many more of our readers. Feel free to send any questions to...
Financial Tips For Couples
With Valentine's day approaching, we decided to give some financial tips for people in a relationship. Most couples don’t need a couples counsellor, they need a financial advisor. Couples who work together on their financial plan tend to have healthier and stronger...
Financial Tips For Your 20s
If you are in your 20s, time is on your side. But that does not mean you should put off planning your finances for a few more years. The earlier you start developing good habits, the better off you will be when you are older and have a lot more financial...
