Most people I meet are interested in learning more…
This page contains some free financial resources for you that I hope you'll find useful. Feel welcome to share them with your friends and family, and be sure to check back from time to time as I'll be adding new resources and information to this page in the future.
Ten Strategies to pay less tax in retirement– Maximizing your after-tax income
This article reviews the ten most common strategies to pay less tax during retirement and keep the most of your hard earned income in your pocket.
Click here to download the article.
Financial planning – Family Wealth Management (booklet)
Take control of your financial future! Learn how to take control of your money and keep things simple, while reducing anxiety & increasing your confidence!
Click here and tell me which booklet you'd like me to send you.
Retirement Checklist – Making the most of your retirement (booklet)
If you are getting close to retirement, or have just recently retired, you will find in this guide many financial details that you need to address now.
Click here and tell me which booklet you'd like me to send you.
Estate planning – Wills and Will planning, maintaining your will throughout your lifetime (booklet)
The guide aims to assist you in gaining a better understanding of the issues and opportunities that should be considered when preparing a Will.
Click here and tell me which booklet you'd like me to send you.
Business owners – Business owner’s guide to wealth management (booklet)
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. This guide explores ten key decisions for business owners.
Click here and tell me which booklet you'd like me to send you.
