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Savings

Banking options for expats in Switzerland

Banking options for expats in Switzerland

If you’ve recently moved to Switzerland, you’ll probably want to open a Swiss bank account.  Initially, the Swiss banking system can feel confusing and overwhelming. However, there are also commonalities with day-to-day global banking practices. We will help you navigate your way through a banking system that is historically synonymous with protecting customer identity, assets …

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Six apps to help you develop great saving habits

Six apps to help you develop great saving habits

Helping people budget effectively and make the best use of their money they have has been the bread and butter of the financial industries world. To support advisers in their mission there is now a raft of technology-based solutions to help people budget. These range from simple spending trackers to full-blown financial applications linking accounts, …

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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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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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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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5 reasons to get a documented financial plan

5 reasons to get a documented financial plan

We are not the only financial advisers who commend the benefits of having a documented financial plan. A quick Google on the importance of goals and their importance to success demonstrates why financial advisers are keen to help clients establish a documented financial plan. Despite popular belief, it is not because we love paperwork! It is …

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Financial lessons from your Mother (that you should have listened to)

Financial lessons from your Mother (that you should have listened to)

Mother’s Day. The day we celebrate our Mums and let them know how much we love them. Mum is the best teacher we ever had: She taught us how to speak, how to use a knife and fork properly, how to use the washing machine and even helped us choose which university to attend. She …

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5 tips for becoming a regular saver

5 tips for becoming a regular saver

Most of us are familiar with the benefits of saving money regularly. Much like dieting, we are often full of good intention but are prone to the occasional distraction that prevents us from achieving our goal. The main challenge with regular saving is that it is up against instant gratification; humans just aren’t hardwired for …

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