In this video of the third Cervello Live of 2023, Chris talks about business in general.
This is a bit of a different blog but I wanted to create this as there is a ticking clock which you need to be aware of which could potentially have an impact on your financial plan. You see, when I’m building financial plans for clients, one important factor to include is our clients state […]
In this video we discuss financial planning. Planning for the best – achieving Independence, building assets and making sure the plan remains on track. Preparing for the worst – Making sure your family would be okay, understanding what would happen if you were not able to work for an extended period and making sure that […]
Whilst retirement isn’t right for everyone if you’re thinking about stopping permanent work it can be a much-anticipated phase of life where you bid farewell to the daily grind and welcome a new chapter of relaxation, exploration, and personal growth. As you embark on this journey, it’s important to plan ahead and make the most […]
Russell Daems, our resident technology expert and marketing support, has embarked on an extraordinary adventure—a trip to the awe-inspiring Amazon rainforest in Ecuador. Despite his long-standing dislike of planes, Russell’s fascination with insects and reptiles in their natural habitat compelled him to join an expedition exploring the lush wilderness of the Amazon. Russell’s passion for […]
Life is an incredible journey, filled with endless opportunities for exploration and adventure. Regardless of age, the thirst for excitement and discovery remains alive within us all. This article looks at the many possible adventures for those looking to explore a little more of what the world has to offer. So, let’s get into just […]
In this video of the second Cervello Live of 2023, we talk with Stuart Webb from the Complete Approach about his business and business in general.
When it comes to financial planning, you don’t always have to spend money to make money. There are simple and effective ways you can boost your financial plan today without spending a penny. Whether you’re just starting your financial journey or looking to make some improvements, these five free things can help you take big […]
In this video, we discuss financial indipendence and the concept of ‘The Number’, found in Lee Eisenberg’s book, ‘The Number’. This number refers to how much you will need for the rest of your life. It also discusses the way that financial advisers, the steps in which are taken, to help to advise clients.
Like, what it seems like everyone in the world at the minute, I’m a bit obsessed with using AI tools and how these might be used in our business to allow us to focus on the only thing that matters. Delivering a better, more personalised service to our clients. Now, we’re a million miles away […]