Articles and updates

You wanted to run a pension fund… didn’t you? So your family has made it – you’ve achieved enough money and assets not to worry anymore. Generation One (G1) is now considering ‘what next’, or maybe G2 is now in control. There’s a pile of stuff to be sorted through and thought about. This family […]

Have you tried recently to open a new bank account, change banks, re-mortgage, buy a business, deposit funds post selling a business or purchase an item on finance? It feels like the whole world wants all of our private information (in duplicate), sometimes because they didn’t get the previous email, or they didn’t store what […]

Whenever I hear the word ‘investment’, the first thing that comes to my mind is money. But is that always the case? Let me share an experience with you… I used to have a gap between my front teeth, and for years the gap kept growing. It bothered me every time I looked in the […]

This is your invitation to hear from Three great business leaders;Theresa Gattung, Jacqui Bensemann and Yi Ping Ge Listen to some of their behind the scenes journeys through driving business growth, surviving fire and building bridges. When: Monday 11th November 219Time: 5.30pm – 8.00pm – Drinks, nibbles, speakers and networkingVenue: The Maritime Room, Princes Wharf, […]

When a G1 (first generation) wealth creator has a business or an activity that they are proud of, and have a dream for its future, the most common mistake they make is to assume that everyone else will have that dream too. In particular their children. Some of the worst tragedies that I have witnessed […]