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Start swimming with the insurance challengers

Insurance is changing, whether practitioners accept this or not. It is simply the reality of an industry where many new participants are arriving, rising fast and bringing a big wake of change along with them. Those companies that cannot swim with this tide will, as Bob Dylan famously sang, sink like a stone.

Why financial advice often lacks

Where financial advisors are often mistrusted by clients, a financial coach can step up and offer a holistic approach to financial planning, including coaching, counselling and education.

Bionic banking

What to do (and not to do) with a financial windfall

Who hasn’t dreamt of receiving a sudden cash windfall? A large lump sum that swells your bank balance overnight and makes all your money troubles disappear. Or does it?