Let’s start with what the Oxford dictionary has to say on the matter. An accreditation is “The action or process of officially recognizing someone as having a particular status or being qualified to perform a particular activity.” So far so good – and leads us to...
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The expat dream remains very much alive and very real amongst Brits, with a series of independent polls and official statistics. This suggests a continued upward trend of UK citizens seeking or actively committing to leaving Britain. With this in mind, and taking an interesting, ‘side...
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Naturally, a lot of people focus on building their wealth and maintain a certain lifestyle but often forget the importance of ensuring our children have a suitable financial understanding and responsibility. There are of course many problems that can seriously affect our children whether you have...
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South African expatriates should not only understand the new expatriate 2020 tax laws, which endangers their foreign income but should also act if they want to avoid its dire consequences. Income Tax Act Amendment (2017) The amendment to the Income Tax Act has been fully enacted and...
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Having recently released my blog "Why people spend on annual holidays rather than save for their retirement" I believe it would be great to expand further on the Retirement "awareness" with being "money aware" and how to sensibly plan for retirement. There was a time...
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What is investment risk? Typically, when you are investing your hard-earned money, the idea is to ensure it continues to grow. Whether you are saving for retirement, children's education, or saving money to invest into property, the importance of your investments cannot be underestimated. However, many...
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Waiting to start saving for retirement? You’re not alone. According to a survey from the Employee Benefit Research Institute, only 57 percent of Americans are actively saving for retirement. The situation isn’t any better on the other side of the Atlantic. A study from the...
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Retirement investment is something often overlooked by people who are getting close to retiring. If you are like many investors, you may see retirement as the end of a long financial journey. After all, you've been saving your hard-earned money for so many years to...
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The habits you form now will affect you for the rest of your life. Understanding the most common financial money mistakes will help you make better financial choices in the future. Avoiding costly money mistakes will save you money, time & stress. I have listed below the...
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When it comes to seeking financial advice, investing in a financial adviser should be exactly that – a careful investment. In the same way as allocating funds for your children’s future education or buying additional property is an investment, the saying of ‘you get what...
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You will often find in life that there are broadly speaking 2 different types of people; those that typically enjoy their 9-5 jobs, with the benefit of taking an annual holiday somewhere nice, but never really push their potential to the full limit, and then...
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A study has been made on millionaires for 6 years and we have realised being 'rich' comes down to only two things. On the Rich Habits Study, 233 wealthy individuals were interviewed (177 of whom were self-made millionaires) with at least $160,000 in annual gross income...
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There are plenty of retirement factors that most people simply seem to ignore. There are plenty of reasons for this: Is retirement quickly approaching? Are you thinking of downsizing once you retire? Possibly even moving to a new country? Following on from my blog "Why so...
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As I have often said before, we all have the same possibilities and opportunities in life. So, the question is, what mistakes when trying to become wealthy are you making? It’s how we take action that defines our paths. I often talk about how to succeed in...
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One of the main costs all parents should bear is educational costs. For many families, saving money for a child’s education is a must. Providing that child with the opportunity to learn and grow is just part of taking care of your family. Yet, knowing...
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Retirement saving goals are often discussed by friends and family, however, the actual goal of how much they need to save for it is generally overlooked. When it comes to retirement, everyone has their own idea of what that will include. For some people, it...
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A good leader will be a good leader regardless of location, team members, industry changes, etc. They just know what to do, it comes naturally! Any successful leader can take any team and make them awesome… and here I have listed some key areas to make...
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Why retiring early means NOT booking that holiday...
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Many people focus on their financial health during their lifetime. They spend a great deal of time and money boosting financial wealth so they can live the life they desire. For those who wish to become or are already expats, you may be on track...
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What are expats in the UAE most concerned about when it comes to their finances and life? We really wanted to know. You see, our motto is to create personal success stories with you at the very heart of them. To do our job, we needed to...
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I believe money issues are the number one worry of expats. Why is money such a major source of stress? Experts say there are multiple reasons. One is the way money is viewed in society. For many people, wealth equates to success. Those who face...
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As demand for domestic and international financial advice continues to soar, more must be done to attract young talented individuals into the financial services industry, to prevent advice becoming a privilege exclusively for the wealthiest of those in society. As I was quoted as saying in...
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Regardless of where you are going, as an expat or a local it is critical to consider the “what ifs.” Most people do not think twice about planning for tomorrow, but it can be one of the most important decisions you make for your financial future....
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Would you be ready if you had to leave tomorrow? What if you lost your job tomorrow? Nobody wants this, and no one wants to talk about this. Trouble is, it’s our job to bring up these possibilities and make sure you’re protected. Say you’re on a...
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A financial adviser is a professional with the goal of helping others to improve their long-term financial outcome. That is, these individuals have the job of helping people to build and protect wealth that they hope to achieve in the long term. The role of a financial...
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