No longer is it enough to simply make money, we want to know how that money is being made. In particular, that the money isn’t being made at the expense of people and the environment.

This socially-responsible mindset is changing the way people choose what they buy, which companies they want to work for, and where they invest their money.

With the new financial year upon us, we thought it would be a great time to update you on the new Fee Disclosure Statements.

Beginning 1 July 2013, all clients who pay a fee for ongoing advice and services will be provided with a Fee Disclosure Statement.

Financial planning is all about making it easier for you to be who you want to be and live the lifestyle you aspire to.

You’ve been paying the mortgage for a while now. It’s reducing steadily. So what now? Your number one commitment may still be to reduce your mortgage as quickly as possible. However, during this time there are other things you can do to secure your financial future.

Worldwide, women are increasingly making the key financial decisions — yet research shows they are often held back by a lack of confidence in their investment knowledge. Can financial advice help bridge the gap?