Moneywise provides a professional, personal financial planning advisory service, helping clients achieve their financial objectives tax efficiently. Retirement planning is one of the most important aspects of personal finances. Because of the complexity and the myriad of options, the input of a professional and independent adviser is essential. … More
Recent events challenge us to revisit the way we perceive and handle the money side of retirement. This trilogy of interesting articles concerns the latest trends in 21st century retirement. …
Having all our eggs in one basket is unlikely to prove a successful long term investment strategy. For the most part, a balanced portfolio, responding to individual risk tolerance, is a better bet in laying solid foundations that protect our wealth over time. The risk-averse investor has limited options these days, with deposit rates down around 3% before tax… More
Moneywise offers a comprehensive service in relation to life assurance protection contracts. With a vast array of products and types of protection available to clients, it can be confusing to determine which type of protection is best suited to one’s needs. Moneywise acts as a guide providing independent advice and sources the best rates available on the market. … More
Moneywise offers professional, independent financial planning advisory services, helping clients achieve their financial objectives tax efficiently. Personal financial planning is a discipline that would have us focus on making best use of our resources, converting income into capital, earnings into wealth, and in the meantime protecting our loved ones in the event things don’t go according to plan. Moneywise focuses on helping clients in the creation and preservation of this wealth. Reflecting a “tell it as it is” approach, Moneywise commentary on a wide range of money matters is regularly sought by leading financial journals. The lion’s share of our new clients emerges from referrals from existing customers, reflecting satisfaction with both the professionalism and independence of the Moneywise package and the quality of our on-going service.