Latest Articles
Financial Advice in Dubai: Some Basic Suggestions and Guidelines
Dubai is by far one of the most economically lucrative cities on the planet. It, therefore, stands to...
Being ‘money aware’: How to plan sensibly for retirement
"Why do people spend on annual holidays rather than save for their retirement" I believe it would be...
Retirement investment patterns: How to stay retired
Retirement investment is something often overlooked by people who are getting close to retirement. If you are like...
Direct investing vs active financial advice
Further to a previous blog, I released, "Why relationships are so important to financial advice" I believe it...
Why relationships are so important to financial advice
When you are considering investing your money, having a solid relationship with a financial adviser is not only...
Not being in the market can be costly!
Are you in the market? If you are not investing in the stock market, you could be losing...
Expatriates: Taxes will still be there when you return home
Expatriates & their Taxes Have you moved overseas? Chances are, if you’re reading this, you may be fortunate...
The role of a financial adviser in disturbing their clients
A financial adviser is a professional with the goal of helping others to improve their long-term financial outcome....
Workplace Culture: How to Create the Best
It is more than easy to understand what employers want from their employees, however, it is way too...
The problem with not insuring yourself
Insuring yourself should be a priority. Unfortunately, it's not always the first thing that people think about when...
How to make a will: Spike in Will writing
The number of expats making financial plans in case of accident, illness or death saw a huge increase...
The truth about the psychology of saving and spending
As previously mentioned in my blog "Spenders vs. Savers: How they can meet in the middle", I mentioned...
Spenders vs. Savers: Let’s meet in the middle
Are you a spender or a saver? The differences between the two can be profound. Savers can be...
Why you need life insurance: Death without protection…
Most people don't consider why you need life insurance until they get to the later stages in their...
10 ways to achieve customer happiness!
To achieve customer happiness it should always be at the heart of what any business does. I have...
15 Secrets Of Making New & Long-Lasting Relationships
It is so important to build new, healthy, and long-lasting relationships, so I have listed below 15 social...
Cost of delay when saving for retirement
There are lots of questions that come with saving for retirement. How much risk should you take? Which...
The costs of raising a child all parents should bear
As a parent did you know how much it costs you for raising a child? The financial responsibilities...
How do you balance return vs risk?
Making the right investment decisions is something you can only properly do by fully understanding your own personal...
Financial Advice in Abu Dhabi
Life in Abu Dhabi is glamorous for expats, with high salaries and no taxes. The sunshine and large...
5 Excellent Reasons to start tackling your debt TODAY!
How to pay off debt is one of the most common questions I get asked as an adviser....
3 simple investment tips to avoid mistakes
Investment tips on how to avoid these 3 mistakes Oh, the stock market is on a downturn. Quick,...
How to select risk and returns
What is investment risk? Typically, when you are investing your hard-earned money, the idea is to ensure it...
What are the key considerations when constructing a portfolio?
Have you ever been out with others who are talking about their investment portfolios and thought how do...