Financial Planning
Planning your exit strategy
A CEO and founder of a successful business must see that business in a similar light to one of their own children. After pouring in their own blood, sweat and tears, that business must be just as close to their heart as their own flesh and blood. So, surely that founder would never want…
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The Benefits of a Professional Cash Flow Plan
Describing a Cash Flow Plan as complex would be an understatement. The plan requires sufficient up-to-date knowledge and rigorous detail, so that it can: Raise awareness of tax issues that are likely to arise on death Develop an investment strategy in accordance with risk/reward, flexibility and accessibility with which you are comfortable Minimise tax liabilities…
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10 Things That Successful Investors Do
Wealth management can seem confusing and complicated at times. In a world of volatile investment markets and continually changing legislation, many investors simply don’t know where to start. However, wealth management doesn’t need to be overly complex, and by keeping things simple, it’s possible to enjoy excellent long-term returns on your capital. With that in…
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5 Indicators Your Advisor Isn’t Taking Care of You
Your advisor doesn’t have to be the next Bernie Madoff to cause your finances to dwindle. From being unavailable, to charging unclear fees, here are some ‘red flags’ when it comes to financial advice. Lack of Transparency Being aware of how you are being charged for advice is essential. Financial advisors can work based on…
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Top Tips on Cash Flow Management
Cash flow modeling is the process of assessing your current and forecasted wealth, along with inflows and outflows, to create a picture of your finances both now and in the future. It accounts for your assets, investments, debts, income and expenditure, as well as interest rates, inflation and growth. This provides a significant amount of…
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The 5 Best Financial Tips for Under 35’s
Unfortunately, money management is generally not taught at school. Many young adults are being thrown into the deep end with regards to finance, not knowing any tips and tricks for handling their wealth. We’ve put together some of the key points to ensure a safe financial future. Be clever with your credit You can…
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