What’s new in the world of

What’s new in the world of finance?

Written by Amanda Cassar If the upheaval due to Covid in the past twelve months has shown us anything, it’s that most of us, did not have a plan in place for a pandemic.  And seriously, most of us weren’t alive for the last Spanish flu pandemic of 1918, so the lessons were largely relegated to the past, if not…

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Your Wishes Your Way

Your Wishes, Your Way: Charitable Giving in Estate Planning

Written by Principal Lawyer, Brooke Reardon   Did you know that when you are planning your Estate, you can leave a gift to charity? Supporting charities plays an important role in many people’s lives.  If you are a charitable person and want to leave something behind for a charity when you die, you can leave a gift for that organisation in your…

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How to Discover and Reconnect

How to Discover and Reconnect

To Your Core Values Written by Peter Horsfield If you are willing to own it, you can change it! I know what I have to do, I also know that there’s no getting around it, however, procrastination is how I like to start my day. I’m still trying to understand why I find such reassurance and motivation by having this…

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door handle and locking mechanism

Does Your Future Include

Buying or Selling a Home this Year? How to Sell and Buy A Home at the Same Time… Written by Eriks Draiska Every real estate transaction is different in its own way. Some real estate transactions are straightforward, while others are a puzzle and have several hurdles that need to be overcome. One of the trickiest situations that can exist in…

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woman laying on grass with pencil & notebook

Knowing What you Want

Written by Joe Zhou It’s a New Year, which is the perfect time to set your goals for the future. Even if you’ve done this before, it may be a great time to revisit them because as we all know, our ideas can change. Many people mistakenly think setting goals is too much work or it’s too overwhelming. It doesn’t…

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What is Wealth - Finance

What is Wealth – Finance?

Written by Marguerita Cheng Some say wealth is the same as being rich. But being wealthy isn’t only about how much money you have. Like happiness, wealth can have different meanings for different people. It’s more than the money and possessions you accumulate. The quality of life you enjoy is a better representation of wealth than your salary. Instead of…

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