estate planning

Succession Planning For Your Business

Succession Planning For Your Business

Having a business succession plan plays an important role in ensuring both the business and its owners are protected in the event of the departure of an owner. 

What To Do When Your Partner Suddenly Dies

What To Do When Your Partner Suddenly Dies

Coming to terms with the grief of suddenly losing your spouse is difficult to deal with.  It is also a time when inconveniently there are a number of things that need to be done to keep your financial house in order.  Along with funeral arrangements, the following practical considerations need to be made in the event of your spouses passing.

Understanding Financial Risk - Part 3

This blog is the final article in a three-part series explaining Financial Risk.  In this article, we will discuss the importance and relevance of diversification and other investments that may affect your financial situation. If you have any questions, or wish to discuss financial risk further, contact one of our friendly Independent Financial Planners today.

Understanding Financial Risk - Part 2

This blog is the second in a three-part series explaining Financial Risk.  In this article, we will discuss asset classes that may affect your financial situation.

Understanding Financial Risk - Part 1

This blog is the first in a three-part series explaining Financial Risk.  In our first article, we will discuss what risk is and how the risk/reward relationship is relevant to your financial situation.

7 Things To Consider When Writing Your Will

It is important to have a will to save your friends and family a lot of extra stress in the event that you pass away. We have compiled a list of things to consider when writing your will.