Your money, your priorities

Your money, your priorities

Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly investors are interested in an even more meaningful approach. Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment … Read more

Summer 2025

Summer 2025

With summer now upon us, it is the season of family gatherings, end of year celebrations, and holidays. We would like to wish you and your family a happy and safe festive season. The economy came under renewed pressure in November as inflation accelerated. The first full monthly CPI release showed annual inflation rising to … Read more

How generosity can be part of your financial plan

How generosity can be part of your financial plan

It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill? Giving isn’t just an act of kindness; it can also be a smart financial move. From helping loved ones today … Read more