The 5 most common financial concerns
At FindaWealthManager.com, we speak to thousands of clients each year. Although everyone has a unique set of circumstances, there are some common worries and regrets.
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How to prepare for financial success: three stages of life for your money
Lifetime cashflow modelling covering the different phases of your life can be a powerful method to increase your financial success and emotional comfort.
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Understanding inflation-protected bonds and how they can enhance multi-asset portfolios
The continued risk of inflation means that incorporating some protection into investment portfolios is a prudent strategy. Inflation-protected bonds offer a way to safeguard against unexpected spikes in inflation, preserving purchasing power over the long term with relatively low risk.
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Discretionary vs. advisory services in wealth management: choosing the right approach
Many clients are content with discretionary wealth management services, yet there is much to be said for the advisory route when investors are looking for a wider range of investment opportunities and a more hands-on approach.
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