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Life Journey Series - Inheritance

21/10/2019

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The legacy of your loved one. Their last parting gift for you. An inheritance.
 
The confronting question: How do you want to honour your loved one’s final legacy?
 
It is a tremendous honour when a treasured loved one leaves you a gift. However, it is our responsibility to ensure we live up to that honour and to spend this gift wisely.  Firstly, take a deep breath. This is a lot to handle and consider - we know. Knowing what to do with a lump sum of money during an emotional and painful time is scary. We more than appreciate that this poses as somewhat of a dilemma. 

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Life Journey Series - Preparing for Retirement

3/10/2019

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​We know, we know. Retirement seems like it’s soooooo far away. What’s the point in planning and saving for something that won’t happen for like 20, 30 or 40 years? Let’s just back up a bit and put that in other words. That is 20-30- or 40 more years of WORK! If you are in your 20’s you will likely be working for at least another 40 years! Is that what you want? No, I didn’t think so. 

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    Kora Drage
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  • Home
  • About Us
    • Our Team
  • Services
    • Foundations of Wealth
    • Strategic Growth
    • Business Owners
  • Insights
  • Connect
    • New Client Information
  • Client Links
    • Wealth Portal