10 Clever Ways to Minimise Your Mortgage Costs

Reducing mortgage costs is one of the most prominent concerns I come across as a financial planner and corporate wellness financial wellbeing provider. The dream of homeownership is achieved through the reality of a mortgage. And for many of us reality...

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How to Budget the Financially Fit Way

Budgeting is a very simple concept: Weigh up your income against your expenditure to determine your cash flow and make sure you’re living within your means. But one of the big mistakes most people make is that they don’t attach their future financial goals...

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The 4 Pillars of Financial Wellness

Corporate wellness needs to be holistic in that it caters for employee health and wellbeing across the key wellness areas of food and nutrition, fitness, mindset and - my favourite, of course - employee financial wellness. Like corporate wellness...

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10 Money Saving Tips for your Employees in 2018

Money saving tips are high on the agenda of employees returning to work in 2018. After all the festive fun has ended we’re typically left with a larger waistband and a far (FAR) smaller bank balance!  If only it could be the other way around - I hear ya!...

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What is an Annuity?

Annuities appear to have taken a hit in the old popularity stakes of late. But for some employees they could still be an important financial planning option when planning for retirement. Financial decisions can be difficult and this alone can be a...

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