by Martin Dodd | Sep 16, 2016 | Blog
“Just before I sign here Martin, can I just ask you one more question” “Of course Chris, fire away” After a series of meetings with Chris to put together his financial plan for the future, we were sat around our conference room table at our...
by Martin Dodd | Sep 10, 2016 | Blog
“So Chris, we have established what you goals and objectives are for the future.” “That’s it then” said Chris, “we can get on and invest the money, right?” “Well, not quite Chris. We need to know how much risk you can tolerate and with how much of the money you have...
by Martin Dodd | Aug 11, 2016 | Blog
The strategy I am going to share with you today can be very effective for some people in certain situations. It is not appropriate for everyone and specific advice should be taken if you think it is right for you. So let’s say you and your husband/wife are interested...
by Martin Dodd | May 1, 2015 | Blog
This is just about the most important question that just about everyone asks themselves when it comes to money and retirement. I get asked this question more than any other as a financial adviser and I guess it comes down to one of the basic needs of humanity. The...
by Martin Dodd | Apr 21, 2015 | Blog
If you have a financial adviser or you think you have a financial adviser, when did you last here from them? If you can’t remember, chances are they are ignoring you and ignoring looking after your financial wellbeing. When was the last time you heard from the person...
