by Simon Alexander | Mar 28, 2023 | Financial Planner, Retirement, Uncategorized
In this article, I will be exploring four big regrets commonly experienced by retirees. These are the aspects of retirement that many people wish they had approached differently, both prior to and during their retirement. While these regrets may not apply to everyone,...
by Simon Alexander | Feb 23, 2023 | Financial Planner, Retirement, Retirement Income Guardrails
INTRODUCTION Retirement can be an exciting time, but it can also bring about financial challenges. One of the biggest concerns for retirees is how to make their money last for the rest of their lives, while still being able to enjoy their retirement. According to the...
by Simon Alexander | Feb 9, 2023 | Tax Planning
7 allowances to make use of before 5th April 2023. Maximise your savings before the tax year end deadline on 5th April 2023 by utilising these 7 valuable tax allowances outlined in this comprehensive guide. The government offers numerous tax allowances to help reduce...
by Simon Alexander | Jan 24, 2023 | Cash Flow Forecasting, Financial Planner, Retirement
Cash flow forecasting is a critical component of personal financial planning as it allows you to gain a clear understanding of your current and future financial situation. Cash flow forecasting is a projection of your assets, liabilities, expected income and expenses...
by Simon Alexander | Jan 24, 2023 | Financial Planner
Finding the right financial planner can be a challenging process, but it is important to take the time to do your research and ask the right questions to find someone who a good fit for your needs is. There are a few reasons why it can be hard to find the right...
