Financial PlanningInvestment

Creating and preserving wealth

Wealth Managers have the task of both creating and preserving the wealth of their private clients. In these current uncertain financial times, accompanied by greater market volatility as experienced since the financial crisis, this task…
Financial Planning

The use of Trusts in Estate Planning

A trust can support and protect   COVER Magazine interviewed Brett Field of Fedgroup Trust regarding the use of trusts by financial planners in creating a holistic plan for their clients.   COVER: Are financial…
Financial Planning

Business assurance concerns

Business assurance is undoubtedly a lucrative area for the financial advisor to specialize in, as it is such a technical and specialist area that the bulk of advisors tend to avoid it out of fear….
Financial PlanningInvestment

The myths of risk tolerance

Risk is not always clearly understood when it relates to investments. It is described in a variety of terms – think of “risk tolerance,” “risk acceptance,” “risk appetite,” “risk attitude,” “risk profile” and “risk propensity”….