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Well Being

How to make a Financial Plan

  Making a plan with your finances means you can start to get ahead financially. But a financial plan also helps you to manage life events such as buying a home, having kids, paying for education, or planning for retirement, without having to sacrifice the future that you want. The right financial plan can help you minimise the b...

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5 reasons to take your insurance more seriously

As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases. That's because insurance is all about providing a financial safety net that helps you to take care of yourself and those you love when you need it most.
Here are 5 reasons why insurance mat...

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Mindfulness 101: reduce your financial stress

  In today's hectic world we often spend so much time worrying about the future or lingering in the past we forget to enjoy the present. But tuning into the wonderful things happening around us as they happen can be life changing. It's also a great way to combat stress, especially when it comes to our finances. The Austra...

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What our Clients Say

John explains things very clearly in terms we can understand.  He always makes us feel very welcome and that we are an important part of his business. He also has a good head for share trading and has done very well for our portfolio.  He has a competent team working for him and that instils confidence that our investments are in good hands.

Maryann, Ayr
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