Selection of the right person for managing your personal finances is one of the most crucial decisions you will be making. You entrust the job of managing your hard-earned money to an advisor with a hope to make use of his or her financial expertise. So, he or she should Continue Reading
Six reasons why you do not need a financial coach! This article goes to show you that everyone can benefit from having a good financial coach in their life!
By Charles E Stevens As an In-House Tax Strategist for a “Wealth Management” office, I had the unique perspective of watching and observing the gyrations a wealth advisory team will go through in order to “land a client”. My job, of course, was to bring value added services to the existing Continue Reading
What You Must Know About Your Financial Adviser Now! By Greg Phelps There is a simple but undeniable truth in the financial consulting and wealth planning industry that Wall Street has kept as a “dirty little secret” for years. That dirty little, and nearly always overlooked secret is THE WAY YOUR Continue Reading
Heroes or villains? “All industries have a few bad apples. I would say that 80% of financial advisers are either good or very good” or “It’s just 99% of financial advisers who give the rest of us a bad name” Financial advisers, also called financial consultants, financial planners, retirement planners or wealth Continue Reading
Something greater than financial advice… By Jeremy Deedes Earlier this year and shortly before I surrendered my Financial Services Authority permission to provide financial advice I met Bruce and Theresa, my long standing clients of some thirty years. The meeting was arranged to say farewell and to close our professional (but Continue Reading
Is being your own financial adviser a good idea? For too long, too many people have handed over responsibility for their investment decisions almost entirely to their financial advisors. This is a bad idea. No one is going to manage your own money as well as potentially you could. The Continue Reading