Director & Chartered Financial Planner delivering financial planning advice in a language everyone can understand.
Like Maslow’s Hierarchy of Needs – a model for understanding what motivates and fulfils us as humans – the Financial Planning Hierarchy illustrates the various stages which can guide us towards our financially secure future. We start with an emergency fund saved at...
Like Maslow’s Hierarchy of Needs – a model for understanding what motivates and fulfils us as humans – the Financial Planning Hierarchy illustrates the various stages which can guide us towards our financially secure future. We start with an emergency fund saved at the beginning of our career and end with the management of the estate we leave behind.
You’re nearing the end of your career, you’ve saved for an adventurous retirement, and suddenly life throws you a curve ball. This is what happened to Sue last October. Here she shares her personal story with us – a reminder that health and wealth are most definitely a partnership to be valued.
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