The Reason We Do What We Do…

Has anyone ever asked you your reason why? Today it was asked at a meeting and made me reflect on why I do what I do. It started decades ago when I was in banking and realised there were some situations simple banking products couldn’t ‘fix’.¬†Some situations require much more than a simple bank account…

We’re Not A One Stop Shop!

Despite popular perception, not all financial planning firms are one stop shops. Let me assure you we’re far from a one stop shop! There are many times where prospective clients are referred to a more suitable person…it depends on their needs. Sometimes we need legal matters sorted before we can start the process of planning.…