We have touched on this theme in our other blogs this month. However, it is worth taking a further step back. In the 1990s and before, financial advice was often seen as an exercise in selling a product. During the 2000s, it became more focused on investment performance and adviser-led portfolio management. Understandably, many people […]
What We Mean by “Ongoing Advice” Read More »
Financial planners talk a lot about financial plans. At Manning Gee Investments, we are no different. However, we do not believe financial planning should start with a product or an investment. How can you know what the right investment looks like if you do not first understand the plan? This is where many people get
Why Regular Reviews Are Central to Good Financial Planning Read More »
When we think about financial check-ins, many of us naturally think about the start of the year. New Year. New goals. A fresh start. However, as we have explored in previous blogs, New Year resolutions often fail. There are many reasons for this, but one simple truth is that real change is usually a journey
Mid-Year Check-In: Are You Still on Track? Read More »
