Articles

Your Investment Strategy

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The starting point of any financial plan should be to identify your lifestyle goals and then to tailor it to your current and ongoing financial ability to achieve them, not the traditional approach which simply bases your investment plan on your willingness to take on risk in order to chase unrealistic returns.

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Estate Planning – Wills

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For most people with dependents they definitely need to have a Will. However, for those without dependents then the answer is ‘probably’. It is estimated that only 10% of people have made Wills.

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