Set-&-Forget Investing in ETFs & Options – for Lasting Growth & Income …

Can you manage your money better?

Can you manage your money better?

  Do You Need a Financial Adviser? … Can you manage your money better? + Portfolio Review service + Listen to my discussion on this The last 20 years have been transformational for the investment industry. Power has shifted from the providers...
Use it or Lose it

Use it or Lose it

With less than two weeks until the end of this tax year (5th April), here’s some info to help nail the idea of free money that is widely available from HMRC (which relatively few people take advantage of). Taxes are one of three major leakages from our wealth...
How Stocks & Property Go Together Perfectly

How Stocks & Property Go Together Perfectly

Diversification is the initial building block I learnt in my first job in the investment industry. Not only is it necessary for a properly set-up portfolio, it’s the holy grail of investing. Why?  Because diversification cuts overall risk and enhances returns...
Key Insights: ETFs & Options Workshop

Key Insights: ETFs & Options Workshop

My recent workshop was popular, with high interest and attendance. We covered new thought-provoking content, inviting lots of questions.  One attendee said it will forever change the way they think about investing! If you found it beneficial, you will gain 100x value...
Here’s how Returns in a Bad Year look …

Here’s how Returns in a Bad Year look …

2023 was supposed to have been a bad year … The narrative consistently scared people off investing (as it always does). Robert Kiyosaki, author of Rich Dad, Poor Dad, is one of the chief scaremongers.  Remember, he has predicted 17 of the last 2 crashes! Now the...