In this session, we cover the following:
The rise & rise of financial scams
We will all have heard of the major financial scams, the pyramid schemes and other big headlines in the press. But did you know that there was a rise in scams during lockdown, and that there is a place you can check on the internet to see whether something might be a scam?
New Money Habit: Money Tips for Christmas
What can you do in the lead up to Christmas to stop it being a spending free for all?
Crypto update
So much has happened in the Land of Crypto since our last session on it ... how about we quickly cover off the good, the bad and the ugly!
Tech Tip: Electronic paperwork
Additional legislation in financial advice has seen a rise in paperwork unfortunately. The last thing we want to do is make this harder for you, so we will walk you through some options to simplify executing the documents we send you when we review your accounts.
What does my Life Expectancy have to do with my money?
We often get so focused on how much we have when we retire, we don't really give any thought to how long it will need to last.
Our resident actuarial nerd, Peita, will walk us through what impact life expectancy can have on our money and what we can do about it.
If you have any questions after watching this session, please feel free to reach out to us.