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Understanding the Lingo – the ABC’s

There is a lot of terminology that is used in the financial planning profession that, for most, is not used in day-to-day life. Katrina explains a few of these terms in her latest article.


The human in financial advice

I do like a good book, and having just read a particularly interesting piece from philosopher Dr Simon Longstaff called Everyday Ethics: The daily decisions you make & how they shape the world, I felt moved to share my favourite quote from the book.


The secret to financial fitness revealed

It’s often said that the secret of success in any endeavour is “stickability,” your capacity for staying committed to a goal. But success also depends on having goals you can stick with. Managing that tension is what an advisor does.