by Gretchen Betts | May 9, 2022 | Advice, Financial Planning, Wellbeing
“Financial wellbeing” is a relatively new concept in the mainstream financial advice world. Indeed, in many companies it is seen as the new marketing tagline just to sell more financial products. But financial planning firms like Magenta understand that much like...
by Gretchen Betts | May 2, 2022 | Death, Financial Planning, Inheritance, Lifestyle, Money
How lovely! Most people would be envious and agree that this is a wonderful position to be in, but for others it becomes a huge burden and responsibility, particularly if they are not confident about managing money. Everyone dreams of getting a windfall, but many...
by Gretchen Betts | Apr 28, 2022 | Vlog
Gretchen’s Monthly Vlog will detail the 3 Top Topics which Magenta have been discussing with their clients. In April the following topics were discussed Inflation and Cash Flow Assumptions Gift Aid Why Women? To view the Vlog for April click here...
by Gretchen Betts | Apr 25, 2022 | Financial Planning, Impact Investing, Lifestyle
1 – Having to sacrifice returns to do good with your money This is the number one discussion point that gets raised by clients when talking about investing ‘ethically’ or ‘doing good’ with money. A significant number of people want their money to do good in the world,...
by Gretchen Betts | Apr 17, 2022 | Cash flow, Financial Planning, Uncategorized
At Magenta, part of our role is to ensure that our clients will still feel financially secure in the event of unexpected events and crises and will still be able to reach or maintain their desired lifestyle. Even with the most careful financial planning, shocks can...
