Let’s stay up to date

One of the key benefits of our commitment to Kaizen is that we’re always improving and innovating somewhere, so there’s always something new to update you on.

Here you’ll find news about the latest thinking on financial planning, new developments within the team and what’s going on in the wider community.

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Life and Money Fortitude Life and Money Fortitude

Could you spot a scam?

We thought we’d share the details of a scam that one of our clients nearly fell prey to recently – and we’re not surprised as it was quite convincing. With our experience though, we could see that it didn’t all stack up.

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Life and Money, Financial Planning Richard Peters Life and Money, Financial Planning Richard Peters

Money relationships: it’s all about balance

What’s surprising is that our approach to money, our financial personality, isn’t something that takes shape only when we start earning; it begins much earlier. Let’s look at how our early associations with money can have repercussions for decades to come, and how we can build a more fulfilling relationship in future.

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