The sun was shining once again for our investment seminar at the Captains Club in Christchurch, held on the afternoon of Tuesday 21st January 2020. On a bright crisp... read more →
If you can’t dance, don’t be put off by the title, but if you can, you’ll understand exactly what I’m about to say. The same goes for those of you... read more →
How I retired early: ‘I quit the rat race at 43 after getting fired spurred me into action’ PUBLISHED IN DAILY TELEGRAPH, 20 NOV 2019 STEPHANIE BAXTER Being able to retire... read more →
I’m normally talking about our own futures, but today I’m focusing on how technology may change the way we, as financial planners, engage with our clients. One thing is for... read more →
The immortal words of Lennon and McCartney. This was actually The Beatles’ first ever single I believe, but the words are ringing in my ears after a meeting I had... read more →
On Wednesday 16th October 2019, Gary and the team hosted a seminar for our clients and professional connections on Sustainable Investments. This is a phrase many of our clients had... read more →