
Similar Posts

Investing: Strategies for age 55+ investors
In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…

The Biggest Money Mistakes before Retirement
Retirement planning isn’t just about the final years before you stop working—it starts much earlier. The financial mistakes you make in your 20s, 30s, and 40s—like taking on too much…

When Should You Set Up a Trust for Investing
Wondering if a Trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set…

Insights from Real-Life Client Success Stories
In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…