Clients who participate in our ongoing review services receive access to a broader range of tools by logging in to the Financial Knowledge Centre. If you would like to know more about our ongoing service packages please feel free to contact us.
After logging in, we suggest you have a look at the Money Personality Quiz. This quiz is designed to give you an insight into your behavioural preferences and how these preferences relate to money and wealth. Our staff exhibited a range of personality types:
Anne: Dolphin, David: Owl, Trudy, Jess and Kathleen: Labrador
You may be surprised by your own results!
The content of our Knowledge Centre is updated regularly so make sure you return to the site to explore any new articles. We will also keep you posted with links to any articles we think may be of interest to you via our quarterly Financial Planning Newsletter or other emails. This will be a valuable tool for all your family and friends and we would encourage you to share it with them.
If you have any questions, please feel free to contact us.