7 financial concepts I want my kids to understand
As a parent of two young children, and as an ex-investment manager and now a trainee financial planner, I often...
Which woman inspires you most and why?
Today is International Women’s Day 2022. This year’s theme is #BreakTheBias – a collective movement to create a gender-equal world....
6 Considerations for women when financial planning
Financial planning for women is a subject that is very important to me, and it would be easy to get...
Introducing Rita Harel
The New Year is a great time to start a new chapter in life, and I am excited to start...
Top 10 Things You MUST Do Before Engaging A Financial Planner
The outcome from engaging with a Financial Planner can be vastly improved by understanding the factors in this blog post....
Reflection, resolution and reachable goals
The New Year is a perfect time to take stock of where you’re at and, more importantly, resolve to do...
Your Christmas dinner will cost this much more in 2021!
How much will your Christmas dinner cost this year? Unless you have somehow managed not to do a shop for...
Tips for preparing your home as winter storms arrive
Our windows were replaced this week in our main family room and a mere two weeks later than scheduled in...
What was money like growing up?
Parents know that children hear, see, and pick up on everything that is going on with the adults in their...
Giving: How To Do The Most Good Without Disrupting Your Financial Plan
The Isle of Man must be one of the happiest places to be judging by the strength of our ‘Third...