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Interesting Christmas traditions around the World

Interesting Christmas traditions around the World

As an expat you’re probably relatively familiar with the need to embrace new cultures and traditions when you move to a different country, but do you keep with your own traditions at Christmas, adopt the customs of your host culture, or merge the two?  What comes to mind when you think of Christmas? Is it …

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Are you heading towards the wrong financial goals?

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 …

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Key considerations for later life planning

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 …

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Happy couples talk about money

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 …

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Financial Freedom and Divorce

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 …

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The power of half

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 …

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Is property investing properly investing?

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 …

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Spotlight Interview with Natalia Tyrakowska

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 …

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Why hire a financial planner?

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 …

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Top broken resolutions and what to do about them

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 …

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