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Financial Planning CustomerGetters Financial Planning CustomerGetters

Ladies (and Gentlemen) it's Time to Invest

International Women’s Day for this year fell on Monday 8 March 2021. We’ve put together a list of action items to spur people forward in their investment journey, and let’s face it, the list applies to everyone! There are two key practices that all women and men should learn as early as possible to help them map out a future financial plan.

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Financial Planning CustomerGetters Financial Planning CustomerGetters

5 Tips to help get Financially Healthy in 2021

It’s that time of year and we know a lot of your New Year’s resolutions may include money. Saving more, spending less, increasing earnings - most of us include some form of financial health as one of our goals for the New Year. Getting started can be a daunting task, and many are intimidated to do so - but you don’t have to be a sophisticated investor to manage your finances well.

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Investing CustomerGetters Investing CustomerGetters

Understand the Power of the Sharemarket and Start Planning your 2021 Success Now

Once you understand that buying shares is the same as becoming a part-owner of a company, it’s somewhat easier to understand how prices can move up and down each day. Enjoy the following video where we explore the share market in its entirety and give you a full overview of what you need to know to start your share market adventure today.

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CustomerGetters CustomerGetters

What Will Work Next?

The good thing about our clients is they often provide us with new ideas and different things to think about. There’s always a question and hopefully it makes us better advisers. More experience benefits the needs of our existing and future clients. If you like to play the hypothetical game of “what if I’d stuck all my money into X?”, what would you discover?

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