Author Archive

When financial products masquerade as advice – where’s the value?

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For a financial planner, Scott Farmer can display startling apathy towards financial products.

Scott explained this recently when he and other Certainty Advisers were researching the April 2017 white paper What Price Valuable Advice? which highlights what sort of financial advice clients value.

“It’s pretty simple,” he says. “When it comes to the advice our clients value most in the work we do together, it has nothing to do with the financial products they have.

“This is at odds with what is offered ...

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Welcome Sam

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Samantha Albiez has joined our team as a Wealth Adviser.  Sam has already proven to be a great asset to our team and our culture  since starting in January and we are looking forward to her making a positive impact on the lives of our clients.

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5 Things Every New Parent Should Reconsider in their Financial Game Plan

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Starting a family is an exciting time, there’s a lot to look forward to and a seemingly endless amount of advice online and from friends and family on how everything is going to change.  You will probably be reading books like How to Raise a Smart and Happy Child, No Regrets Parenting: Turning Long Days and Short Years into Cherished Moments with Your Kids and Simplicity Parenting: Using the Extraordinary Power of Less to Raise Calmer, Happier, and More Secure ...

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4 steps to help your post Christmas financial blues

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2015 is now under way and your credit cards might still be feeling the after effects of Christmas.  This is the perfect time to put in place a game plan to change your financial future!  Just like living a healthy lifestyle, it doesn’t happen by itself, it relies a lot on discipline and having a plan.

Step 1: Make a decision to change – It seems common sense but you need to make the decision to change your financial well-being and ...

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