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Financial Advisers

Putting the Client’s Interests First

04 Apr 2018
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Imagine you’re seeing your doctor or lawyer and they tell you “just so we are clear, my duty is to put your interests first… but I won’t necessarily be acting in your best interests.”  How would you feel? Comforted and relieved?  Or surprised and confused? 

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Financial Security –A Fact or A Feeling

28 Mar 2018
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When it comes to financial security it is important to be real. You either have sufficient accumulated wealth which is a fact, or you have a feeling that you are alright. In an ideal world your feeling should be backed up by fact. There is nothing wrong with feeling financially secure but being financially secure is much better. And of course, there are ways to reduce the risk along the way.

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Achieving a Balance in Life

06 Sep 2017
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We all earn or create a certain amount of income during our lifetime. This can be through employment, investment or setting up a business. However, what you do with this income will determine how financially successful you are, which will ultimately impact on your ability to enjoy life.

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Common Investment Myths

15 Aug 2017
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Not knowing how to go about it is one of the main reasons why people don’t invest, along with many misconceptions about investing. Here are some of the most common myths and why you shouldn’t believe them:

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Successful Portfolio Management

09 Aug 2017
in

Successful portfolio management using an authorised financial adviser should always start with the investor. To be most effective, the adviser needs to identify a full understanding of the investor’s objectives, their investment time horizon and most importantly, their attitude to investment risk.

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