NAVIGATING FINANCE MATTERS 

THE BARE ESSENTIALS OF FINANCE MATTERS

A collection of articles to help make sense of it all - Allowing you to make more informed decisions

A collection of articles to provide you with a better appreciation of how finance; savings, borrowings, retail banking, stocks and bonds operate. 
None of these articles is very long, and they should be simple to understand - if they are not then we have failed - please tell us.  

Similarly, if there is a subject that you think should be addressed let us know that too..

THINGS YOU NEED TO TAKE BY THE HORNS

Things that need to be addressed, and how to get started

Planning, be it for your retirement, your kids' education or that trip of a lifetime.  All these things need to be planned for, but that is something we often put off - we have a myriad of excuses, none of the really valid - so how do we go about this with confidence

FM is gentle cajoling you to get this done, not for our benefit, but yours, we don't sell investment. 

Coaching and Mentoring Concept. Chart wi

INVESTMENT STRATEGIES

Proposed strategies, back-tested and ongoing monitoring

Tracking a series of managed portfolio ideas,

EXTRA GUIDANCE AND DIRECTION

A selection of services pertaining to all things financial - may be you need to understand the risks you are exposed to and you need to know how they can be monitored, understood and controlled.  Or maybe you just need a sounding board for your strategies

FM has developed a number of specific services, such as identifying the risks in your retirement funds, handling your bank, managing liquidity etc..

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