Money Chatter – Talking About Money

Money Chatter – Talking About Money

Money is a difficult subject to talk about at any age or stage. It means different things to different people. Studies have shown that having conversations about money is one of the leading causes of disharmony and disagreement in couples so not surprisingly it becomes a subject easily put off until you absolutely have to.

Financial Future for our Grandkids

Financial Future for our Grandkids

The worry about the future generations has been a discussion point with a number of our older clients recently. They are usually pretty confident that their own children are reasonably placed financially for their future but they are concerned about how the grandkids are going to fare & wonder what they can do to help.

Some Probing Questions

Some Probing Questions

How do I know if i’ve got enough money to get me through?…..How do I know if my investments are being properly looked after?…My health insurance premiums keep rising – what can I do about it? Tony answers these and other questions in an article originally published in Grey Power magazine..

Craig – Struggling to get ahead

Craig – Struggling to get ahead

Craig contacted us because, in spite of trying to sort out their financial situation, they just did not seem to be making any progress. Always a little bit short of money, never quite able to pay off the credit card, they were becoming increasingly frustrated and it was starting to impact on their relationship.