Archives for March 2016

Nigel & Helen are a great team. Life ran smoothly for them, with a good balance between work and family. However, they found preparing for retirement wasn’t easy. Nigel & Helen had discussed what they were retiring FROM. But not what they were retiring TO. They knew their numbers but hadn’t discussed anything beyond “do […]

Peta and David had been married for over 40 years, when David was diagnosed with cancer and sadly passed away. Faced with uncertainty about who to trust and having to make critical financial decisions alone, Peta contacted us. We took the time to listen to Peta and gained an understanding of the issues she faced. […]

Mike & Jo’s situation is pretty common. They have a young family and a mortgage and are busy living life. Yet they are aware that they should be doing more with their money and are concerned that they have no real plan in place. Being mortgage free, working less, choosing private schooling are some of […]