Financial planning

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Choosing the Right Financial Planner: Key Questions to Ask

By Jonathan Theunissen Selecting a financial planner is a crucial step toward financial security and freedom. Whether planning for retirement, managing investments, or seeking guidance on debt reduction, finding the right financial planner can make a significant difference in achieving your financial goals. In this article, I explore how to choose a financial planner and[...]
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Personal finance and mental incapacity in your family

By Warren Ingram, CFP® What happens when a loved one loses mental capacity? The law offers a few options, but the situation is very complex, especially when adult children try to assist a parent who loses mental capacity. This article provides some ideas of the options available to family members facing this challenging situation. 1.[...]
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Creating a Personalised Financial Freedom Plan

By Jonathan Theunissen, CFP® – Financial Planner In the journey toward financial freedom, each person’s path is unique – filled with distinct goals, dreams, and challenges. The quest to achieve financial independence is not a one-size-fits-all endeavour. Instead, it’s a deeply personal and individualised journey. Understanding the Journey Every great story, from ancient myths to[...]
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