So what exactly is financial planning?

The “if-I-had-a-dollar-every-time-I-was-asked” question. The dictionary response is: noun a person whose job is to manage the personal finances of clients. "he/she hired a financial planner to make sure he/she was doing everything required to retire comfortably and meet his/her family's financial needs" What I tell people is that whatever your ...
Read More

Credit Card Hangovers Video

Ever suffered a credit hangover? Many people have and do. They take longer to fix than a night at the pub! So here is your CC hangover cure video ...
Read More
/ credit cards, Debt Management, video

Financial literacy in business for business growth

Is there nothing better than engaged employees? Well yes, there is! It is when you have financially engaged employees. Especially when you run a SME. Financially literate employees tend to be happier and more engaged at work, increasing their productivity as well as having a vested interest in the future ...
Read More

Financial Health Check Video

I share how similar to a health check that a financial one is just as important. There are key areas to consider when completing a check just like your doctor does with your health ...
Read More
/ financial checklist, Videos

The Entrepreneur’s financial checklist

In my experience, the typical ‘financial advisor’ just doesn’t understand entrepreneurs or business owners. They’re used to the archetypal employee structure where there is a guaranteed income every fortnight and a predictable projection. In honour of all the entrepreneurs out there living out their dreams to own and operate successful, ...
Read More

  • Recent Posts

  • Categories