Wealth Management 101 – Dream Big

Are you wondering why you should save or invest? Or why you should have a budget? Or are you someone who starts to save or budget then becomes unmotivated and stops after a few months? If any of these resonate with you, then this article is for you. As with anything...

Planning 101

Do you get the feeling that your finances could be better planned? Most people could do with a little more planning when it comes to their savings and investments, but few of us know where to start. If you’re new to the idea of financial planning, or would like to...

You and Financial Planning

As your financial planner, I place you at the center of the planning process that takes place whenever we meet for a consultation. While I can advise you on the best strategy to follow in planning your personal finances, the ball is ultimately in your court – I am...