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Life Centred Financial Planning

‘No matter how long the winter, spring is sure to follow’

Posted by Andrew_Smith on Tuesday 9th of February 2021

As we entered the new year with further lockdowns and history making world events, the hope of spring hangs in the air, an enticing prospect, this year, more than ever. While we’re waiting for the green shoots of spring to emerge, why not use the time effectively by getting your finances in order before the end of the tax year?

The tax year ends on 5 April 2021, which is Easter Monday this year, so don’t wait until the last minute to double-check you’ve taken advantage of all the tax-efficient allowances available to you. To avoid a last-...

Aligning Your Financial Plan with Your Values

Posted by Andrew_Smith on Wednesday 3rd of February 2021

Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action.

1. ESG investing

These investment funds contain companies that make positive Environmental, Social, and Governance impacts while also creating sustainable returns on investment. Some investors also use ESG as a strategy to invest a portion of their portfolios in specific companies that the...

Plan for what is difficult while it is easy – Sun Tzu

Posted by Andrew_Smith on Tuesday 19th of January 2021

We all know we need to save for retirement, don’t we? But we also know it’s not always that easy to find the spare cash required to do so, especially amid a global pandemic.

Research studies, though, typically show that many retirees wish they’d saved on a more consistent basis and managed to accumulate a larger nest egg. Mike is one of those people who entered retirement harbouring financial regrets.

Plan? What plan…?
Last January, after working for over 45 years, Mike decided it was finally time to retire. But he soon hit a snag; Mike s...

Omnis Investments 2021 Investment Outlook

Posted by Andrew_Smith on Tuesday 19th of January 2021

5 themes for 2021 social size