Impact on the nation’s wealth and financial security
It is becoming uncomfortably clear that while not everyone has been physically affected by coronavirus (COVID-19), every single one of us will be impacted financially. During the pandemic, savings and investments have been volatile, as have wages and jobs.
Successful life planning also requires a significant degree of financial planning
We spend our lives planning for our next holiday, for a family, buying a property, funding a child’s education and for the day we retire. So then why is it that some people seem to have the ability to live the life of dreams and pass on their wealth to the next generation when others are faced with huge tax bills, the prospect of selling their home or worried about healthcare costs?
We wanted to take a moment to update you on our response to the coronavirus (COVID-19) pandemic, and the steps we’re taking to ensure the safety of our colleagues and clients. We also want you to know we’re here to help.
Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it?
Looking at the bigger picture for your wealth and security
Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace of mind. Financial planning should be viewed as a long-term approach to managing your finances.