Category Archives: Smart Start Financial Planning

Smart Start Series: 2. Covering your bases

When you don't have a financial plan in place - where should you start? As Ruark mentioned in the previous video, you shouldn't leave your will or life insurance until the final stages of your financial plan - you should start with them. In this video he unpacks why, highlighting your obligations to your dependents…
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Smart Start Series: 1. Getting Started

When you don't have a financial plan in place - where should you start? Many people leave their Last Will and Testament until the final stages of their financial plan - we believe it should be the first! Ruark takes us through a few quick points that cover your will, an emergency account, and insuring your most…
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