Supporting you on your journey
We know that saving towards your financial goals can be exciting but knowing where to start can be overwhelming, which is why we want to help you navigate it. We provide relevant information to help you achieve what you want in life, no matter what ‘life moments’ are most important to you - we also prepare you for the unexpected.
To help you along your journey, we have created guides so that you can integrate your financial decisions with the rest of your life.
Life moment guides
Getting a new job
Changing your job can change your life for the better, as long as it’s the right decision for your situation. We have some ideas to help you assess the opportunities.
Starting a business
Working for yourself can be an amazing opportunity to spend your time doing what you want. But it can mean new challenges as well. Here are some ideas to help.
Sharing your financial lives
You’re ready to spend the rest of your lives together. Here’s what to think about so you can make the most of it.
Preparing for children
Having a child is amazing, fulfilling – and challenging. We have some ideas to help you prepare your finances for the biggest (and best) change in your life.
When your children move out
Life can change a lot when your children move out. We explore the opportunities and the challenges.
Receiving an inheritance
An inheritance can be a mixed blessing. It’s an opportunity for the future, but also a reminder of what you’ve lost. We look at how to make decisions you’ll be comfortable with.
Thinking about divorce
It’s not easy when a relationship falls apart but making the right decisions about a divorce can help you get to the other side. Here are some things to think about.
Moving into retirement
Retirement can be a gradual change or a sudden shift. The important thing is to make sure you know what lifestyle you want and that you can afford it. We can help you get ready for it.
Passing on Wealth
When you’re building your wealth it’s important to think about what happens once, you’re no longer around, so you can make sure your loved ones are looked after. Here are a few ideas to help.