The Difference the Right Financial Adviser Makes

    In 2017, one of our strategic partners Dimensional Fund Advisors conducted an investor feedback survey on behalf of financial advisers who work with them. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships. It also demonstrates how the right financial adviser plays … Continued

What’s Your Risk Tolerance?

Whether it’s the World Cup or Wimbledon, this time of year is heaven for sports lovers. And a love of watching those intense, nail biting feuds on the TV can be a sign of your overall risk tolerance. Studies show that just watching sports increases our adrenaline levels, and those who love the rush of … Continued

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Ian Kemp – Registered Life Planner

A momentous day for our financial life planner Ian Kemp! After 12 months of challenging study and training, Ian has become a Registered Life Planner with The Kinder Institute of Life Planning. The culmination of a journey for Ian as he finds better ways of supporting and helping clients live more fulfilling lives. Traditional financial advisers focus … Continued

Use It Or Lose It

You’re looking forward to the day when you can finally stop working and do all those things you’ve dreamt about – spending more time with the family, travelling to glorious places you’ve seen in magazines, getting fitter, taking up a new hobby, becoming more active in the community etc. You’ve spent time with your financial … Continued

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How To Get Your Missing Hour Back

We all know when the clocks ‘spring forwards’ we don’t actually lose an hour. But the truth is, until the clocks go back again in October, we sort of do. What is most interesting is how quickly we adjust to the change. In all aspects apart from one key element, saving time is much like … Continued

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7 Steps To Spring Clean Your Finances

A few simple tasks to take care of your finances of at this time of year will save you time, worry and possibly a good deal of money in the year ahead. For the rest of the world, New Year comes in January (or February for China) but when it comes to finance, the end of … Continued

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What is Evidence Based Investing?

A guest blog by Robin Powell, an award-winning journalist and financial educator. He blogs as The Evidence-Based Investor at evidenceinvestor.com. A phrase you may have heard about lately is evidence-based investing. You would have thought that, in investing, as in, for example, medicine or criminal law, everything is based on evidence as a matter of … Continued

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Preparing For The Next Financial Crisis

A guest blog for Serenity Financial Planning by investment, retirement and platform research consultant Abraham Okusanya MSc of Finaytiq. A crisis is coming! In the coming years, there is going to be a major financial crisis! This crisis will bring capital markets across the world to their knees. There’ll be a lot of panic. Your … Continued

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The secret to sticking to your New Year money resolutions

When it comes to our personal life and finances, there’s an awful lot we can learn from looking at how small businesses are run. And taking a closer look at them can lead to a surprisingly simple and powerful way that is far more effective than willpower when it comes to sticking to New Year’s … Continued

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The art of celebration

  If you’re looking at your diary and wondering how you will survive the party fatigue (not to mention the cost)  of the run-up to Christmas, you’re not alone. A survey of 700 people revealed that  four out of 10 of us are ambivalent towards Christmas parties with a fifth of people actively disliking them. What … Continued

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