Simple solutions to technical challenges
One of my colleagues has just finished telling me the story of his weekend. Late on Sunday evening he was...
Making good decisions
I have been working today with our Senior Paraplanner, Amelia. Working together we have been preparing for a client strategy...
Transparency is an important part of our culture
Transparency is an important part of our business culture. We want to ensure that our clients have full and complete...
Cognitive decline increases the need for a Financial Planner
There are many economic milestones in life – buying your home, paying off your mortgage, leaving employment – which take...
How much is enough?
One of the regular questions asked of us by clients is, “Do I have enough money?” The unasked part of...
Are we spending more than everyone else?
Clients often ask Financial Planners whether they are spending more, or less, than everyone else. For those who are interested...
Continuing professional development
One of the principles we subscribe to here at Informed Choice is continuing professional development. It’s a regulatory requirement, sure,...
The ultimate transition point
In my recent blog posts about transition events in a person’s life I spoke about the need for a Financial...
How to make your retirement less taxing
One of the most powerful ways to boost your income and capital in retirement, and to increase the amounts you...
Further transition to a Financial Plan
Following on from part one of my blog post last week, I’m continuing our look at life’s transition points. These...