by admin | Oct 1, 2024 | Ask Alan News
It’s Spring – The family has grown, you want to be closer to schools… Or … the kids have left, it’s time to downsize … It’s time to shift house. Spending your weekends going to open homes and after a while – it becomes so confusing… My brother recently asked for...
by admin | Apr 5, 2024 | Ask Alan News
I once wrote an article titled “A funny thing happened on the way to the cemetery”. When the pension was conceived, average life expectancy was 62. Retirement age was 65. The pension was predicated on the assumption that most would never receive it. Someone born in...
by admin | Mar 27, 2024 | Ask Alan News
How best to deal with the worry of inter- generational issues…? In my email last week, I posed the question of how best to prepare for your own future… One client asked how they could help their (young) children – not yet born – because of their concerns about what...
by admin | Mar 20, 2024 | Ask Alan News
I spent time with long term clients and even longer friends over the weekend. Here was one part of the conversation – and I’d like you to continue it, along any pathway you choose… more of that later. “How much do I need to live comfortably in later life?” Average...
by admin | May 2, 2023 | Ask Alan News
I am always open to opportunities with new lenders for my new to bank clients. Under BID (Best Interest Duty) my obligations are clear – and they are obligations on me personally. Banks have absolutely no obligations under BID. This means that in the...
