The Real Cost Moving Abroad has on Your Financial Plans

The Real Cost Moving Abroad has on Your Financial Plans

I recently had an annual review with one of my clients Tiago who shared something we hadn’t previously spoken about. His move to the UK.

Six months before we spoke Tiago had moved from Portugal to the UK. It was an interesting process for him to say the least even if the move has generally been a great success. It’s been a really rewarding time for him and to anyone thinking about it, he’d highly recommend a move abroad.

What most people get wrong about budgeting

What most people get wrong about budgeting

People hear “Budgeting” and assume it means you’re not going to have any fun and be forced to not spend on anything but the bare necessities. Not true!

It’s actually the exact opposite. It’s all about making sure you have enough to spend on the things you really want. I don’t like the use the word budgeting when talking to clients because often people switch off. I like to say it’s all about prioritising your spending.

The top 5 things to consider when saving for family

The top 5 things to consider when saving for family

Whenever someone asks me how much they need to save for a family, a young client of mine, Felix, always springs to mind.

In his mid 20s, Felix and his partner had been together for 3 years. Having recently married they wanted to put plans in place to be able to afford a family in a few years time. Felix felt very lucky to have had a comfortable and loving upbringing, and was passionate about providing the same for his own children.