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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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Spotlight Interview with Jonathan Pace

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 …

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Got million dollar money habits?

Got million dollar money habits?

What is it that rich people do that makes them wealthy?  Popular thinking would appear to indicate that they have a different mentality. But is that pure genetics, or is it possible to learn some of the behaviours and processes that make the rich, rich?! In Tom Cory’s collection of books such as Rich Habits, and …

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Don’t miss out on your inheritance

Don’t miss out on your inheritance

The latest HM Revenue & Customs (HMRC) figures show that over 24,000 estates in the UK pay inheritance tax each year and, with many estates not taking advantage of the Residence Nil Rate Band (RNRB) introduced in April 2017, the UK government collected £1.9 billion in Inheritance Tax (IHT) in the first four months of …

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Pocket Money – How much is enough?

Pocket Money – How much is enough?

‘Pocket Money’ or ‘Allowance’ is a valuable resource for children to learn about the value of money. It is a useful tool for parents to encourage children to develop confidence in consciously and actively managing money. But how much is enough? For many parents, deciding how much pocket money is appropriate is anything but an …

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Are you spending it like you stole it?

Are you spending it like you stole it?

Turn on the TV; you can’t avoid the adverts. Open a newspaper or a magazine, and you’re hit full in the face by expansive, full-colour montages selling you the dream – showing precisely what you need to buy to make you desirable, to make you exceptional; to make you and your life perfect. Watch YouTube?  …

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What the rich teach their kids

What the rich teach their kids

I recently re-read Rich Dad Poor Dad by Robert T.Kiyosaki and wanted to share the key financial lessons with you.  This book is all about transforming your income so that your money works for you, rather than you having to work for your money, a subject I am obviously very passionate about! This semi-autobiography shares Kiyosaki’s financial …

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The ultimate 2018 bucket list

The ultimate 2018 bucket list

We have finally said goodbye to 2017, because, if we are honest, it wasn’t a great one globally! Now is the time to look forward and get excited about the year to come. One of the best ways to do this is to add to the bucket list! To get your list going here are …

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