by Gretchen Betts | Oct 21, 2019 | Advice, Financial Planning
At Magenta we don’t deal with actual business finances but with the financial affairs of those individuals who own or direct businesses. This week, we thought we would focus on examples of common mistakes and omissions we see made by business owners and the...
by LVIvd46Fuf | Sep 25, 2019 | Advice, Financial Planning
Is “FOMO” – the fear of missing out –hitting your finances? In the age of social media, where it seems that everyone is enjoying a fabulous social life going to concerts, enjoying swanky holidays and posh meals out, the pressure to spend has intensified. But...
by Faith | 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 Faith | 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 Faith | 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...
