Financial Planning

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Couples Need to do Joint Financial Planning

26 January 2022 | All

One of the most significant financial relationships one can have in life is the one with a life partner or spouse. Partners need to plan for financial security and success together. Joint financial planning for all the milestones of life is the secret to a sturdy and harmonious financial relationship with your other half, advises Daryl Coker, a wealth management specialist and Advisory Partner at Citadel, who often counsels couples on how to make a success of their finances together.

5 Ways to take control of back-to-school surprises

24 January 2022 | All

The mad rush of going back to school always sweeps parents away in the new year. On the first day of school, it was all about stationary, books, uniforms, lunch packs and getting there on time.

Single spouse financial planning – is this the elephant in the room?

24 January 2022 | All

The ability for families and retired couples to plan effectively to protect their financial future can be hampered when just one person is entirely responsible for all financial matters.