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Retirement planning
The hidden threats that can quietly derail your retirement plan
Selecting retirement accommodation involves more than just downscaling. Factors such as proximity to medical facilities, social engagement, personal security, and assisted living facilities all need to be considered. It’s also important to appreciate that maintaining your own home at age
Investing
Enjoy now, secure later: The discipline of financial balance
We all know that human beings are not purely rational when it comes to money. Being naturally drawn to instant gratification, behavioural research shows that most people value immediate rewards for more highly than future ones — a tendency that
Selling property
Selling a home in times of change: Lessons from the five Ds
Drafting a will
A practical guide to drafting your will
Last will and testament
Ensuring the validity of your Will: A comprehensive checklist
Your Will is a confidential document, and you have the absolute right to distribute your assets as you see fit. You are under no legal obligation to share its contents with anyone, including your spouse. If undue influence or coercion
The 7 Ds of financial planning
The 7 Ds of financial planning
We all know that delayed gratification is the foundation of wealth building: forgoing the immediate pleasure of spending in order to put money aside for the future. However, practice is different to theory and it’s not always feasible (nor enjoyable)