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Helping clients overcome their fears of finance and gain control
One of the best parts of my job is growing my clients’ understanding of their accounts or ‘books’ – as we used to call them
Goal setting: Budgets and targets
Without barely noticing (it feels like!) we have slipped into a new financial year. Focus has, understandably, been elsewhere. However, new financial years usually heralds
2 minute takeaway: Cashflow forecasting
Here’s a little snipped on cashflow forecasting and why it’s so important right now
Post COVID: how are you placed to survive another zombie apocalypse?
When disaster struck in March, I know that personally and professionally, I had a long look at my financial situation and assessed how were we
Are you guilty of paying the slack tax?
My friend is selling her current house and wants to upgrade to another. So, naturally, she was talking to her mortgage broker. When she told
Financial literacy for our children.
I was reading recently that a high proportion of university students have little or no financial literacy. And by that, I mean the ability to