I have often wondered what it would be like to start a brand new financial planning practice from scratch. What
Podcast
MMP218: Survive And Thrive In A Family Business
Over my 20-year career as a financial adviser, I’ve seen lots of people involved with family businesses. Where I am
S6E10: Audit Yourself
Here at the end of Season Six we’ve covered a load of practical aspects of your finances and taken a
S6E9: Audit Your Estate
As we hit later life, our minds often start to turn to what happens when we’re gone. In fact, it
S6E8: Audit Your Planning
In this season so far, we’ve talked a lot about the practicalities of managing your personal finances. But what is
S6E7: Audit Your Paperwork
Hands up who likes dealing with paperwork? Well, there are some of you out there, but most people avoid it
S6E6: Audit Your Tax
Benjamin Franklin apparently said that there are only two certainties in life, death and taxes. Today I want to look
S6E5: Audit Your Portfolio
In this season, we’ve been looking at each individual area of your personal finances, to make sure that nothing has
S6E4: Audit Your Platform and Wrappers
For many of us in this latter half of the 20teens, a platform is an essential part of our investing.