MBA FS Spring 🌼Ed 2022

Welcome to our last quarterly newsletter for 2022.

In the latest Practice news, we’re pleased to advise we are currently mentoring a new entrant to the financial advice industry, Ms Sarah Boehm, as she undertakes her Professional Year.  We believe an important part of ensuring our clients receive the best possible financial advice is nurturing our new talent on their path to becoming qualified, experienced, and trusted advisers.

Sarah has worked as a Chartered Accountant before selecting to work in the financial services industry as a Financial Adviser. We believe Sarah has a bright and promising future as a Financial Adviser, and we are excited to be guiding and coaching her in the early stage of her financial planning career. See the Q & A video here for more about Sarah.

We have been giving careful consideration to reducing our carbon footprint and have set a goal of reducing the amount of paper we use in the office by 30% by the end of the financial year.  The office is predominantly powered by solar panels. In addition, we are investigating ways of reducing our carbon footprint working closely with you, being mindful of your individual preferences, increasingly using electronic communication and online tools such as Docu-Sign for document signing.  Also, reflecting our focus on sustainability we have a socially responsible investment offering as an option within our portfolios. Finally, for your reference we have moved to a new version of the practice’s Financial Services and Credit Guide (FSCG) version 14.1 start date 17 October which can be found by clicking this FSCG link.

Articles included in this edition address the following topics:

• The first article from Vanguard provides comments around putting recent returns into perspective
• The second article explores why asset allocation is the biggest determinant of investment returns
• Buying a home will be one of the biggest purchases we’ll ever make and if you’re buying a property with your partner – there are a few things you should discuss before signing on the dotted line.
• Investing is like a roller coaster, there are many ups and downs and the same can be said about investor psychology.
• When we think about investing, our first thought is money. However, investing in your health should be just as important. Discover ways to invest more in your health.

To access our last quarterly newsletter for 2022 simply click this link.