Personal Finances

Helping you make the most out of your money.

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We can help you to make the most of the money that you
receive during your lifetime, (and even beyond) by
ensuring the right systems are in place.

People often think they don’t have enough money to have money problems. Yet most people suffer from what we call a “leaky tap” in their finances. Our many years experience in managing finances has enabled us to develop a comprehensive list of ways to plug those leaks in your finances. We can help you to make the most of the money that you receive during your lifetime, (and even beyond) by ensuring the right systems are in place.

Youth:

Setting up a young person on Xero and teaching them how to manage their finances sets them up for life. We teach the things they should teach at school, setting them up for financial success for the future.

Retirees:

We are not financial planners and we wont tell you what to invest in, we can help you get organized with your finances to make managing your finances  simpler as you get older. Often one party in a marriage has been responsible for managing the finances, making the other vulnerable should something happen to the one managing the finances.

There may also be potential capital gains within your investment portfolio that can be dealt with now rather than be costly and complicated to work out by your executors of your estate. We can set you up on Xero so there is transparency and ease of management, which will reduce costly fees needing to be paid to accountants and solicitors to wade through papers in the home office trying to figure out what the assets are that need to be dealt with by the executors or your estate.

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