“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...
“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...
“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...
Of all conversations about money, there’s a common emotion that comes up. It’s one that everyone feels alone in, that they’re the only ones to feel this, but time and time again, it appears in daily financial conversations, reminding us that we’re actually not alone. This feeling? Anxiety. One of the reasons for this is...