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Top Gear

by on 21·10·2022

Most people are familiar with the TV show Top Gear – aside from the silly pranks, this show reviews the inner-most workings, latest functionality, and performance of the modern cars hitting the market. But what does this have to do with Due Diligence?

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A guide to dealing with a client who is grieving

by on 14·12·2021

It may seem obvious, but the empathy shown to a mourning spouse, partner, family can be worth more than most financial advisers/planners are aware. Kind words of sympathy are a given, but the true test of an adviser’s mettle and client duty of care becomes apparent in the actions after the initial notification of death.

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To save or not to save? - That is the question

by on 26·10·2021

Well 2020 has not been the year that anyone had predicted – with the storms, floods, fires, virus pandemic and the odd plague of locusts, some could argue that the End of the World is nigh. To say 2020 has been difficult is an understatement. However, the aftermath of these natural disasters will be unprecedented and challenge what we perceive as normal – economically, politically, socially and financially.

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Funeral blues

by on 14·01·2020

‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.

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