Education Blog
You are here: Home \ Blog \ Education
Thursday, January 25, 2018
By Andrew Zbik. Welcome to 2018. Another new year to set new goals and make New Year’s resolutions to change some bad habit you feel guilty about and to start saving more money! Right? The start of a new year after holidays is always a good time to rethink what you want to achieve in the year ahead. I often hear many people say t Read More
Friday, September 22, 2017
Andrew Zbik, Senior Financial Planner Here’s an interesting situation for you to consider. I’m working with a new client who saved $300,000 to invest. Feeling they did not know what options were available to them, they sought advice from another Financial Planner on where to invest their savings. The Financial Planner was authorised by a Read More
Thursday, July 13, 2017
Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured. But there is a challenge in meeting this request. How do we seek and invest in assets that achieve this balance? I have clients that want to invest in a way that has Read More