Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages

Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life.  Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your financial adviser ensures that your financial plan aligns with your changing goals, circumstances, and priorities.    To get […]

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The importance of professional guidance in navigating IP ownership and infringement risks

In today’s rapidly evolving business landscape, intellectual property (IP) is often one of the company’s most valuable assets.  Whether it’s patents, trademarks, copyrights, or trade secrets, safeguarding these assets is crucial, especially when a business is considering mergers and acquisitions (M&A).  However, many companies underestimate the complexity involved in managing their IP portfolios and assessing […]

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Top 10 questions to ask your accountant and why a strong relationship matters

Having a skilled accountant is invaluable, whether for personal or business finances. Accountants provide clarity, advice, and strategies to optimise financial health and compliance.  Building a close relationship with your accountant fosters trust, ensures tailored advice, and promotes proactive problem-solving.    Below are the top 10 questions you should ask your accountant and why they […]

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Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)

When it comes to increasing your home’s value, smart investments can yield significant returns, whether you’re preparing to sell or simply enhancing your living space.  However, not every renovation or improvement guarantees a positive return. Over-capitalising—spending more on improvements than you’ll recoup in added value—is a common pitfall for homeowners.  Here are the top five […]

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The importance of financial advice in living a lifestyle of choice

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a lifestyle of choice requires careful planning and expert guidance. This is where the expertise of a Financial […]

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The importance of keeping a vehicle mileage logbook and tips for accurate record-keeping

Maintaining a vehicle mileage logbook is an essential practice for anyone who uses their vehicle for business purposes.  Not only does it help with accurate record-keeping, but it also ensures compliance with tax regulations, provides evidence for deductions, and promotes efficient expense management.  Whether you’re a business owner, a contractor, or an employee who drives […]

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The benefits of mediation and the importance of seeking advice

Mediation is a powerful tool for resolving disputes, fostering collaboration, and promoting understanding in a variety of contexts, including workplace conflicts, family disagreements, and legal disputes.  Unlike adversarial approaches, mediation focuses on creating mutually acceptable solutions through facilitated discussions.  The benefits of mediation are vast, making it a preferred option for many who seek to […]

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Guiding adult children to contribute at home – fostering responsibility and independence

Many parents face the question of when their adult children living at home should start paying board and contributing to household expenses and chores as they transition into adulthood.  The question of when and how much to charge, as well as the balance of responsibilities, is influenced by various factors, including family values, financial stability, […]

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What is ethical investing & how does it relate to ESG investing?

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become increasingly interested in ethical investing in recent years. Investors involved in environmental, […]

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