by iPlanningWealth | Oct 23, 2013 | Uncategorized
A life lived intentionally is one lived with great purpose. Those who live intentionally are apparently more at ease and content with their actions and accomplishments than those who do not. The alternative to an intentional life is one that is lived by just going...
by Wyn Jones | May 15, 2013 | Uncategorized
Inevitably, before we can help clients build their financial plan, as part of the ground clearance process we need to encourage them to strategically reduce if not eliminate bad debt. This process can seem daunting and sometimes impossible but not tackling it risks...
by Wyn Jones | Apr 29, 2013 | Uncategorized
The opening sentence of a recent article I read was: “I am now officially an orphan – an orphan client. My adviser rang me a few weeks ago and said he’d had enough.” Prior to the recent changes to the way Independent advice was delivered and paid...
by Wyn Jones | Apr 2, 2013 | Uncategorized
One of the seminars I was most honoured to host was when Dr Marius Bernard shared the history of a pioneering protection contract that he founded back in 1983. The seminar was held in The Gwernllwyn in Cross Hands back in the early 90’s. Dr Marius Barnard was...
by Wyn Jones | Mar 1, 2013 | Uncategorized
Very often we waste time and don’t accomplish things because we are waiting for someone’s permission to do something. Often that permission doesn’t come in time. Sometimes we are waiting for permission we don’t need but believe we need. At...
by Wyn Jones | Nov 16, 2012 | Uncategorized
“One in six workers ‘lost track’ of pension pot.” That was the headline I read in an article dated 5.09.12. The following day a message was left on our answer machine from someone who wanted to see us asap. An appointment was arranged for the following day and to our...
