by Gretchen Betts | Aug 29, 2019 | Financial Planning, Magenta Team
Why did we call ourselves Magenta Financial Planning? Next week Magenta will be 3 years old. The last 3 years have flown by and we are grateful to all our wonderful clients, business supporters, staff, friends and family, who encourage and inspire us every day! Just...
by Gretchen Betts | Aug 16, 2019 | Advice
Please be aware that Magenta has received reports from Transact (our main investment platform) of a telephone call scam. This scam involves an automated phone call in which you will be prompted to “press 1 if you did not authorise this transaction”. The transaction...
by Gretchen Betts | Aug 12, 2019 | Advice, Financial Planning
“The Big Mistake”… In late 1999, I met a new client who was about to sell his business and retire after 30 years hard work. He wanted some advice about his retirement and what to do with the sale proceeds. He already had some investments and...
by Gretchen Betts | Aug 12, 2019 | Financial Planning, Lifestyle
Will it cause squabbles? Most families want to leave a legacy to their loved ones. What they rarely consider, however, is that children and extended relatives might squabble over their estate. According to the Centre for Economics & Business Research, generational...
by Gretchen Betts | Aug 1, 2019 | Lifestyle, Retirement
Retirement Realities Most financial advisers deal with investments and pensions and tax, but financial planners can differentiate themselves in the field of retirement coaching. At Magenta, our biggest priority is to ensure our clients have enough financial resources...
