For many years the culture of all communication has been changing. Initially, many of us thought that the social media and digital branding space was merely a digital version of what we were doing in the real world. But it’s not. It’s more complex and nuanced than we realise. How we communicate with our family...
The importance of an annual review
“Financial planning is an ongoing process that you need to go through with a certified financial planner,” Ruark Pepler. A financial review should be done at the very least, once a year. In this video, Ruark Pepler shares some of our review processes to help you understand the scope of this valuable practice. Have your financial...
Don’t derail your finances
“As you slide down the bannister of life, may the splinters never point the wrong way.” Irish Blessing When everything is going right, we often feel that something is about to go horribly wrong. Sometimes, it’s helpful to smile at our human traits and do all we can to avoid derailing our plans! It’s so...
The value of independence
“As far as possible, try to use a qualified, certified financial planner (CFP) who is independent who will work for you as a client,” Ruark Pepler. The financial planning industry is filled with confusing jargon, products, processes and role-players! Choosing the right people to help you look after your financial planning is essential to your...
