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Chartered Financial Planner

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Category: Financial Planning

Five ways to invest a bonus

Your first impulse may be to go out and buy things with your bonus. However there are savings and investment opportunities that will do more long term good.

Published March 21, 2022
Categorised as Financial Planning Tagged children's education, diversification, emergency fund, inflation

Getting remarried? Add these 6 financial tasks to your to-do list

Remarriage entails a number of financial considerations. Tackling them early increases the chance of a financially sound future together.

Published February 21, 2022
Categorised as Estate planning, Financial Planning Tagged beneficiary, pension, property, remarriage, spousal bypass trust, Will

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