Financial Adviser
The Biggest Risk Most Business Owners Don't Plan For
Running a business means juggling endless responsibilities. Sales, staff, customers and cash flow often take priority,…
Articles by Dasa Medvecka
Financial Adviser
Money Priorities
Financial planning shouldn't be an afterthought—it should be Priority #1.
Too often, people focus on earning more…
Financial Adviser
Is a large tax bill something to pay or is it a problem...
Don't Just Pay the Tax Bill. Solve It.
A large tax bill can feel like a financial setback.
Whether it comes from a…
Financial Adviser
The Tax Year End Is Approaching – Have You Used Your...
As we approach the end of the tax year, it’s a good time to pause and ask a simple but important question:…
Financial Adviser
We all need a plan!
I recently met a couple who were actually doing a great job saving—they just didn’t realise it.
They’d been putting…
Financial Services
Should I overpay my mortgage or put extra into my pension?
I get asked this all the time…
There isn’t a one-size-fits-all answer — but there is a simple way to think about…