What to do when you come into money suddenly (inheritance, business or investing windfall)
In my role as a financial planner, I’ve come across a fair few people who have come into a large amount of money. The most common is a […]
Category: Budgeting
What I would do in my early 20s to succeed with money
From time to time, I get an enquiry from a person in their early 20s. We commonly work with people in their mid 30s to mid 60s and […]
My mid year Financial Health Check
Most people create their goals and look at their forward planning in January in line with a fresh new year, but how often do you review those? I […]
The 4 big ticket items you need to budget for in your 30s
At Bounce, we specialise in professional families going through life’s big transitions. Typically that’s a family between the ages of 35-50 with a couple of young children. We […]
Money discussions as a couple- goal planning
In my experience, it’s not commonly understood what a financial planner actually does. A lot of people I meet still think that a financial planner helps you pick […]