The true value of financial advisers in the age of AI

Digital advice is a hot topic, bringing with it the debate around human financial advisers potentially being replaced by Artificial Intelligence (AI) or ‘robo-advisers’. A client James, called into my office last week, explaining that his daughter was using an AI investment platform, and he was considering doing the same. Over my career, I have … Read more

A golden investment?

As investors navigate through unpredictable and volatile economic times, it is essential to consider asset classes that can provide a level of stability and protection against market fluctuations. One such asset that has stood the test of time is gold. For centuries, gold has been a symbol of wealth and has played an essential role … Read more

Fixed rate mortgage expiring… Now what?

They say all good things must come to an end… and that includes your home loan fixed interest rate period. If your fixed rate expiry is coming up, you might have started to think about what happens next and what action you need to take. Or you might be sticking your head in the sand … Read more

Financial Planning for parenthood

Becoming a parent is an exciting time of adjustment and upheaval; how could such a little person create so many changes – and sleepless nights? But lack of sleep shouldn’t be caused by financial worries and reduced household income. When Jessica a florist, and Daniel an IT manager, decided to start a family, like everyone, … Read more