New Year, New Financial Resolution

New Year, New Financial Resolution

2017 is just around the corner and there is no better time to start afresh than with the dawn of a brand new year! Don’t be intimidated at the thought of overhauling your financial outlook – simply making a plan to improve your financial planning can aid your overall financial health greatly.
read more
Global Wealth Report 2016

Global Wealth Report 2016

As the year draws a close, here’s a look at how the global economy has been faring in 2016 – the highs, the lows and everything else in between. Most importantly, as planners we should stay informed, stay optimistic, stay motivated and keep planning – success is always just a plan away!
read more
Skill Trends in 2017

Skill Trends in 2017

What are the top skills that will be in hot demand in the upcoming year? LinkedIn breaks it down for you in this insightful article – with no surprise digital and data comes out tops. You’ll find that these skills can be relevant to the financial industry as well; it will greatly change the way you communicate with your customers!
read more
Legacy Planning

Legacy Planning

In life, death is certain – but the timing is uncertain. The best way to leave behind the legacy you desire, is to ensure you have a detailed and well executed plan drawn up – otherwise also known as legacy planning.
read more
Businesses & Holidays

Businesses & Holidays

For the small and medium business owners, it is never too early to think about how you can rev up your sales in the Christmas season! The more you do now to prepare your business for holiday shoppers, the more profits you’ll reap! Make sure you’ve got everything in place to encourage time-pressed shoppers to buy from you!
read more