We help you get the right mortgage – but that’s not where our job ends. We specialize in portfolio building. We are definitely mortgage brokers, but we usually start with a plan in mind. The way we view it – is it is not just bout the one transaction, it is about...
The next time you are at a cocktail party or family function and someone smugly tells you that they have paid off their mortgage – odds are they know little about personal finance and will likely limit their personal net worth as a result. After all, who really...
It all comes down to you, and the choices that you make with the money that you do have. Risk is something that our parents, and the bank manager and the financial advisor talk about a lot. We need to understand risk, and we need to understand growth. These are the...
When you are young, your planner will suggest a growth portfolio – because you are young, you can take a little bit more risk than most people. When you have kids and you start to approach middle age, your planner is going to suggest you move to a balanced portfolio,...
The bank will rarely, if ever – give us any money if we tell them we want to invest it into a business or the stock market. There are some exceptions to this, but for the most part it is very difficult, almost impossible – banks simply do not want to because of the...
