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 Julie Lord | 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 Julie Lord | Jun 10, 2019 | Advice, Lifestyle
Ten reasons why you don’t need a financial adviser! As independent financial planners, it’s common for us to hear all sorts of reasons why people don’t want or need financial advice. Here’s our list of the top ten answers people give for not seeking the help of a...
