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Top 5 Things I've Learned in 16 Years as a Lifestyle Financial Planner

Here we are nearing the end of 2019, another year nearly over and another year where capital markets have done very little. The only news we hear seems to be bad news be it locally or internationally, it is so easy to get despondent, what are we to do?In the 28 years I have been in the Financial ...

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Fees Vs Value

Does the value vs fees debate encourage activity which erodes value?

There is much talk these days about fees vs value added in the Financial Planning environment and quite rightly so; but can this lead to unintended consequences that are detrimental to clients? I was chatting to my wife this morning, who is also our business' book-keeper, when she reminded me of...

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Does the value vs fees debate encourage activity which erodes value?

There is much talk these days about fees vs value added in the Financial Planning environment and quite rightly so; but can this lead to unintended consequences that are detrimental to clients? I was chatting to my wife this morning, who is also our business' book-keeper, when she reminded me of...

Read More

Fees Vs Value

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