Thoughts

Valuable advice is made up of different factors. Asking the deeper questions, applying appropriate advice, and following up ensures advisers can deliver what everyone desires: health, happiness, stability.

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When we first meet a new client we like to start without any assumptions. We really want to understand what’s important to them, what success for them looks like and why? It was nice to see that Vanessa Bennett from Next Evolution Performance is also talking about the same thing in a recent workshop. Here is how Vanessa looks at defining success.

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Every person finds their own value from good financial advice. While some value a single point of contact, others value the advice team’s ability to have a bird’s-eye view of their complex financial situation. Our critical elements of financial advice are below.

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Recently I worked with Jim Stackpool and a number of other planners who share the same beliefs as we do, from the Certainty Advice Group, on a white paper titled Our Secret Financial Insecurities. One of the things we focused on was ‘facing our financial fears’. Here is a look at some of the things we discussed.

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We talk a lot about the importance of estate planning, so I thought it might be good to share an article on this topic by one our friends, Bhavesh Mistry, Principal at the award-winning MistryFallahi Lawyers & Business Advisors.

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Here are 5 things you might not know about meditation from our partner in health AIA Vitality that I think can really help you to live a happier life. I have reproduced the article below or you can go straight to the AIA Vitality website.

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Every parent wants to raise healthy kids. Here are some tips and techniques, from our partner in health AIA Vitality, to create positive life-long relationships with food for your children. I have reproduced the article below or you can go straight to the AIA Vitality website.

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Here is an important article on why men aren’t talking about depression, from our partner in health AIA Vitality. I have reproduced the article below or you can go straight to the AIA Vitality website.

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Finding the time to exercise can improve physical and mental health and reduce stress. Here Chris Judd, from our partner in health AIA Vitality, shares how he finds the time to exercise and the benefits he gets from it. I have reproduced the article below or you can go straight to the AIA Vitality website.

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