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You are here: Home / Archives for Financial Planning

Financial tools for your money personality

May 6, 2015 by Tahnya Kristina

Your mannerisms and daily habits are both direct reflections of your personality, wouldn’t you say?  As a financial planner I can say the same thing is true for your money. Think about the last time you set a financial goal, planned a budget, paid off debt or invested your money, was your strategy directly related […]

Filed Under: Financial Planning

Budget Now and Treat Yourself Later

November 21, 2014 by Andrea

It’s tough for women to save money, and it’s not because we’re addicted to iced lattes and shoe sales. Even though the wage gap is slowly but surely closing, women still earn $11,500 less a year than their male counterparts. That’s not exactly pocket change. The amount is so significant that women are struggling to […]

Filed Under: Financial Planning

7 Secrets to Help You Live Within Your Means

July 24, 2014 by smc

When you are financially responsible, you are living a life that is well within your means. This simply means that you are constantly making sure that your debts and expenses do not outweigh your income. However, many people quickly realise that this concept is often difficult to put into practice. Credit cards, loans and other […]

Filed Under: Financial Planning

The Correct way to set a Financial Goal

January 5, 2014 by Andrea

Goal Setting is actually pretty easy when you think of it. You set a goal and then you go on with every day life. Often times it is just a statement that you make, you may write

Filed Under: Financial Planning

Car Financing 101: Know Your Borrowing Options Before Car Shopping

December 18, 2013 by Andrea

Before you start car shopping, it’s in your best interest to understand all of your financing options before you begin. There’s a lot that goes into getting the best financing deal on the car you pick. From choosing a lender and finding attractive interest rates to deciding on terms and a down payment, determining what’s […]

Filed Under: Financial Planning

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