I am a financial advisor with over half a decade experience offering financial services.
I believe that knowledge shared can change people's realities, every day. I am here to help you plan for your retirement, investment and insurance needs.
21/02/2023
Reasons to invest in a retirement annuity The weeks leading up to the end of the tax year are colloquially referred to as ‘RA season’ as this is the period in which investors can make lump sum contributions towards their retirement annuities so as to maximise their tax deductions. But the tax-deductible nature of RA contributions is onl...
23/01/2023
I know you want to be more productive this year, here is HOW!
Get more out of your productive time - Financial Services Solutions | All-Gen “A deep life is a good life.” – Cal Newport, Author of “Deep Work: Rules for Focused Success in a Distracted World.” Have you heard of deep work? A term coined by Cal Newport, deep work is a state of distraction-free concentration when your brain works at its maximum potential. As you read...
20/01/2023
Can you ?!!
People who eat their full plate and then only drink once finished scare me.😲
18/01/2023
The Only Person To Listen To Is...
And what are the voices saying? - Financial Services Solutions | All-Gen There are times in the year when we see and engage with more people than usual – through end-of-year functions, annual celebrations, birthdays, anniversaries, weddings, funerals and the like. It can be wonderful – but it can also be stressful. We are quickly reminded that these old friends, coll...
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Let us start off the year, with some financial planning...for free!
GET OUT OF DEBT!
#1. List your debts from most affordable to larger Debt.
#2. Make minimum payments on all your larger debts.
#3. Pay as much as possible on your smaller debts.
#4. Repeat until each debt is paid in full.
15/12/2022
Helping Your Kids With Their Financial Independence
Helping your kids with their financial independence - Financial Services Solutions | All-Gen We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and expectations are slowly starting to shift in a powerful and exciting direction. Instead of only talking about retirement, we’re starting to use words like financial indepen...
14/12/2022
Helping Your Parents With Their Financial Independence.
Helping your parents with their financial independence - Financial Services Solutions | All-Gen In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our profession are starting to frame it. But the reality is, as the sandwich generation, we can’t only be thinking about our own and our kids’ financial futures; we also n...
