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Investment market update: February 2024

While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year. To reflect this, the OECD has lifted its 2024…

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6 reasons why small business owners are put off by retirement

Small business owners often feel hesitant or put off by retirement due to several reasons: 1. Emotional attachment: Small business owners often have a deep emotional attachment to their businesses. They have invested significant time, energy, and personal sacrifice…

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New client offering: Zenplans

We are excited to announce our partnership with Zenplans – a digital estate planning tool – to help our clients organise their life’s important information in one secure place, which can be easily accessed by their dependents in…

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