Are you heading towards the wrong financial goals?
So, you’ve set your financial goals, worked out what you’ll need to do to make sure you achieve them, and mapped out your route and the milestones you’ll need to hit on your journey. Job done. Time to sit back and enjoy the returns of your hard work! But is it really as simple as …
Key considerations for later life planning
The good news is, we’re all living longer and, as a result, we can look forward to longer retirements. The bad news is we have to be able to fund a longer retirement. Most people generally don’t give this enough thought, and many will likely run out of money well before they run out of …
Happy couples talk about money
Money is often as a taboo subject for couples to discuss with “money issues” often being cited as a primary reason for couples breaking up. However, recent studies by TD Bank in the US appear to indicate that the tide of popular opinion may be changing when it comes to gauging the effect of couples …
Financial Freedom and Divorce
An emotionally and financially crippling divorce turns your world upside down and lands you in uncomfortable, unknown territory. It brings with it uncertainty and fear about an unknown future and you can find yourself wondering whether being in an unhappy relationship is easier than the alternative. As with all trauma, recovering from a divorce is …
The power of half
When we are happily living as a couple, we rarely want to think about what life would be like without the other person. This is why we often avoid writing wills, sorting out inheritance or planning funeral costs. These tasks definitely aren’t fun even though they are important. But what if we lived our lives …
Is property investing properly investing?
I was bought up believing that buying a house was an investment and you should do it come hell or high water. For as long as I can remember, both my seniors and peers have touted property as ‘a good investment’. But, is it really? I explore the reality around whether buying bricks and mortar …
Spotlight Interview with Natalia Tyrakowska
Natalia joined us as a Client Relationship Manager in Switzerland at the beginning of October last year, which coincided with our Annual Conference, so we immediately whisked her off to Palma Mallorca to “meet the folks!”, which happened to be everyone in the company! We caught up with Natalia in Geneva… What made you join …
Why hire a financial planner?
If you’ve arrived at this post then you have likely asked yourself whether you should hire a financial planner. You might be at the start of your journey to find the right financial planner, or maybe you’re simply questioning whether this is really a service you want? In this post we breakdown some of the …
Top broken resolutions and what to do about them
About this time every year, millions of people start thinking about what they’d like to do to change something about their lives, from kicking habits, beginning new habits (preferably good ones) to doing more or doing less. Unfortunately, the mindset needed to resolve to do something, and that required to actually do it are entirely …
Spotlight Interview with Jonathan Pace
Jonathan joins our Luxembourg team from an engineering and corporate development background with an MBA in finance and specialises in helping clients achieve financial independence through Lifestyle Financial Planning. Outside of work Jonathan sits on the Board of a Luxembourg NGO that raises funds for children in Johannesburg with life-limiting and life-threatening illnesses; their current …