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How to budget without giving up your lifestyle

When it comes to devising a financial plan, each person’s circumstances are different. Because we all have different goals, we all have different strategies on how we should […]

  • by Ben Brett
  • 15 Dec 2020
  • Ben Brett, Budgeting
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What is equity?

Being in the finance industry, I see the word ‘equity’ thrown around a lot. Where I tend to see it used the most is when it comes to […]

  • by Ben Brett
  • 22 Oct 2020
  • Ben Brett, Investments
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CPI and inflation, why you can’t just keep your money in cash

Everyone knows that saving money is good. Having savings means you can weather any unexpected expenses and be confident you are preparing for your future. But what happens […]

  • by Ben Brett
  • 16 Sep 2020
  • Ben Brett, Investments
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Ron Swanson’s Gold Bars

If you’re like me and a big fan of the tv show Parks and Recreation, you’ll be familiar with Ron Swanson and his gold bars. In the show, […]

  • by Ben Brett
  • 1 Sep 2020
  • Ben Brett, Investments
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Education funds- are they worth it?

For many of my clients with children, a big part of their financial plan relates to how best to save and invest for private school education costs. If […]

  • by Cara Brett
  • 18 Aug 2020
  • Cara Brett, Investments
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