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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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

The Benefits Of Granting Power Of Attorney

I’m sure most of us have at least heard of a Lasting Power Of Attorney but what exactly are they and why are they worth having? Similar to an Ordinary Power of Attorney, which gives someone else the power to handle your financial affairs for you and is usually used on a temporary basis, perhaps … Continued

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4 Habits That Can Make You Happier And Save You Money

April is here and while for many of us the New Year officially began in January, in financial terms, April 6th marks the beginning of the new financial year. It’s relevant for many of us because it is a great time to start new habits which will fit neatly into the many financial and accounting … Continued

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How To Survive A Financial Downpour

Spring is here and the winter is finally behind us. Or is it? April is noted as a month of weather unpredictability and it is fair to say this year so far has been more unpredictable than most. In life too, we are often subject to financial downpours. There are always times when perhaps the … Continued

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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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Sustainable Investing – is it sustainable?

A guest blog for Serenity Financial Planning by Alistair Meadows, Investment Analyst at EBI Portfolios “Money is better than poverty, if only for financial reasons.” – Woody Allen Sustainable Investing is hot right now; a Google search reveals a plethora of SRI (Socially Responsible Investing) or ESG (Environmental, Social and Governance) funds in the pipeline as Fund Managers rush to meet demand … 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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5 Chinese Money Beliefs That Can Make Your Life Richer

February 16th, 2018 marks Chinese New Year. While the Chinese have many traditional superstitions involving gifts of money at this time, some of the ancient Chinese wisdom and cultural attitudes to money can help all of us to enjoy more balanced, enriched lives. Here are five Chinese money beliefs to ponder… 1 – Be frugal … Continued

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How Much Does A Healthy Relationship Cost?

Few things in life are as important to us as a loving, healthy relationship with a romantic partner. At this time of year, as Valentine’s Day approaches, many of us are reminded that maintaining this can take a little bit of investment, both in terms of our time as well as our finances. Often this … Continued

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