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You are the focus of the financial planning process. As such, the results you get from working with a financial planner are as much your responsibility as they are those of the planner. To achieve the best results from your financial planning engagement, you will need to consider the following

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There’s nothing like discussing life cover,disability cover and writing your will to suddenly make you feel sober and very adult.mandy stratfold makes the tough stuff easy! Imagine you and your husband both work full time to support your family; you have two small children, a comfortable standard of living, and

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Director of Precept Wealth Solutions, Mandy Stratfold Managing your money well and being financially independent means being in a position where money constraints no longer get in the way of achieving your ideal life. To help you get started, try putting this plan into action:   Step 1 Keep one

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  “Most of us have a small nest egg tucked away that we’re not quite sure what to do with,” says Mandy Stratfold, a director of Precept Wealth Solutions. According to Stratfold, many of us end up keeping our savings in a cash account where we earn taxable interest, but

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It depends on the circumstances, generally it is not wise for the following reasons:

  1. There are no cost savings. Fees and costs will be the same as they are calculated on the aggregate value of all your contracts.
  2. It is beneficial to have a focused investment strategy. If you
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Generally speaking, Retirement planning is the planning of your finances for the period of life after youstop working. This process involves:

  • considering at what age you want to retire;
  • determining capital needed to cover living expenses and your lifestyle;
  • determining capital available at retirement from retirement products and investments
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It depends on the circumstances, generally it is not wise for the following reasons:

  1. There are no cost savings. Fees and costs will be the same as they are calculated on the aggregate value of all your contracts.
  2. It is beneficial to have a focused investment strategy. If you
Read More