How to Beat the Tax Man – Know Your Tax Refunds

How to Beat the Tax Man – Know Your Tax Refunds

Tax can be overpaid. Most PAYE workers regularly review their Health Insurance cover, shop around for motor and home insurance and love a bargain.…So why is it that a lot of individuals are not reviewing what is most likely the largest outgoing in their house, their...

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5 Ways to Manage Scary ‘Back to School’ Costs

5 Ways to Manage Scary ‘Back to School’ Costs

Your financial wellness can take a serious hit in September when it's time for the kids to go back to school. Indeed, the 2018/19 school year will see primary education costs reach all-time highs. A recent survey by Zurich Life shines a light on the real...

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Why Investing Beats Saving in the Long-term

Why Investing Beats Saving in the Long-term

To save or not to save? To invest or not to invest? That’s the question of the day. But rather than giving you a long-winded weighing up of both options before concluding one way or the other, I'm going to give you my opinion straight-up: You should...

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Insurance and Financial Protection: Back to Basics

Insurance and Financial Protection: Back to Basics

Who loves insurance and financial protection? No … no-one? No takers? OK, so this probably isn't a subject I need to break out at parties to win the crowd over. But unfortunately, life isn't all fun and games. Indeed, some of us are forced to leave the party sooner...

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10 Clever Ways to Minimise Your Mortgage Costs

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

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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