Everything You Need To Know What a good financial review contains. Assess Income Sources. Review all sources of income, including
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Big Mistakes: Waiting Until…
Everything You Need To Know Examples of waiting until. We’ll wait until ‘things settle down’ before we invest or reinvest.
Big Mistakes: Behaving Badly
Everything You Need To Know We’re just highly evolved animals. We are a complex mix of behavioural biases. Biases work
Big Mistakes: Ignoring Later Life Planning
Everything You Need To Know You’re going to get old and die. It’s your life and your money. Long Term
Big Mistakes: Being Too Cautious
Everything You Need To Know Risk and return are linked. Risk is nuanced – not all or nothing, but a
Big Mistakes: Ignoring Costs
Everything You Need To Know The Three Efficiencies – Costs, Tax, Time (or hassle) Cost vs Value – Absolute rock-bottom
Big Mistakes: Starting Late
Everything You Need To Know Starting late can happen for a number of reasons. The only thing that is suboptimal
Big Mistakes: Listening To The Wrong People
Everything You Need To Know The wrong people are: People with no knowledge or experience Finfluencers Journalists/Media types The right
Pension Tax-Free Cash – New Rules You Shouldn’t Miss
The Lifetime Allowance is no more, but its legacy lives on in some new rules about how much tax-free cash