Life insurance can be valuable at various life stages, whether you’re young and single, starting a family or transitioning to retirement. Are you in your 20s or 30s and single? When you’re young, single and healthy, life insurance is probably the furthest thing from your mind.  After all, you’re in […]

Traditionally, life’s big milestones were often summed up as getting married, buying a house, having a baby and later settling into retirement. And while all of these are still momentous and memorable life moments, today we think of milestones being things like: >> launching your own business >> investing in […]

When our client’s tell us they feel ‘chained’ to their business, often they explain they are feeling trapped or constrained by the day to day demands. The feeling may relate to the amount of time or energy required to keep their business running smoothly, the financial investment required to keep […]

What will happen when the unplanned happens? When taking out a life insurance policy, it’s important to consider who should be the beneficiary and not the role they play. What is a life insurance beneficiary? A life insurance beneficiary is the person/s who will receive your life insurance payment should […]

As a business owner, it’s important to build a business that can operate independently of you. This not only allows you to take time off and avoid burnout but also makes your business more valuable if you ever decide to sell it. It can be easy to fall into the […]

You own a small business and its been running successfully for several years. However due to [insert challenge here] you have been forced to adjust your open times. You are keeping the business afloat but you are worried for how long the situation will last and whether you will be […]

As a business owner, you are always looking for ways to grow and improve your business. You have a vision of what you want to achieve, but sometimes it can be difficult to turn that vision into a reality. This is where a business coach can be a valuable asset. […]

Curiosity is an essential trait for any business owner. It can be the driving force behind innovation, creativity, and problem-solving. When you are curious, you’re always looking for new ways to improve your business, stay ahead of the competition and meet your customer’s needs. Here a few reasons why curiosity […]

Planning for the future is important for whatever life stage you are at. Estate planning is a major part of your overall financial plan and is so much more that just writing a will. Estate planning is the process of setting up your estate so your assets (such as property, […]

Asset protection simply refers to the legal strategies and plans used to safeguard an individual or business’s assets from risks such as lawsuits, creditors and financial liabilities. The goal is to minimise the exposure of assets to potential risks and protect them from being lost. This work can involve legal, […]