The SMART Financial Planning team are dedicated to delivering more. We understand that engaging a financial planning team involves a lot of
research, understanding and trust.
That's why we are actively involved in pulling together learning resources to better equip you with the information you need to make stronger decisions.
We're big advocates on sharing our knowledge, so you don't have to be a client of SMART Financial Planning to get the benefits of our knowledge. We deliver high quality, in depth webinars, quick explainer videos and downloadable resources designed to provide you with a clearer understanding of all the components within the financial planning process. It's all about sharing and real human connection.
As the holiday season winds up, it’s easy to be distracted from your financial goals. But this is actually the perfect time to put a few simple plans in place for a positive start to the new year.
The idea of insuring against loss of income is one that has clear value. The idea of insuring against loss of income is one that has clear value. Yet many neglect to insure their most valuable asset. Income protection could be the answer – so how does it work?
Reflecting on the past 6 months, particularly since the effect of Coronavirus on financial markets, I am concerned that many investors do not have a clear and tailored investment strategy. My observations are that investors seem to be failing to understand one basic investment principle; 'The higher the return the higher the risk’.