Videos are a good way to learn more about a topic or show to others who my be new to financial management.

         

 

Six new videos have just been added to our website. The topics covered are: 

  • Understanding Estate Planning
  • Update your will
  • How interest rates affect your mortgage
  • Car and personal loans
  • Caring for elderly parents
  • Cup of advice – Financial divorce

Click on the Video menu entry above to view our new collection.

 

 

 

 

 

 

 

 

Most of our new clients are referred by our loyal, existing clients.