by Gretchen Betts | Sep 28, 2023 | Financial Planning, Impact Investing
This is the week when those in our profession and the investment industry focus on money that’s good for people, the planet, and your pocket. This is a national campaign to help grow and raise awareness of sustainable, responsible, and ethical finance. It’s not...
by Geraldine Strong | Sep 21, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in September discusses Magenta celebrating turning 7 years old this month with a new branding photo shoot to introduce new members joining the team! In October Gretchen is recording an Investment Summary with Timeline and EQ Investors, the Investment...
by Gretchen Betts | Sep 15, 2023 | Financial Planning, Wellbeing
Calculate your net worth Your net worth is a measure of your financial health. It’s the result of your total assets minus the amount you owe, and you should check it at least twice a year as it is also a measure of your progress. The simplest way to calculate your net...
by Gretchen Betts | Jul 20, 2023 | Financial Planning, Vlog
Gretchen’s Vlog in July discusses Magenta’s ‘Inheritance Tax’ Webinar, which was live on 6th July, and is available to watch on our YouTube channel – see links in bio. It’s also the holiday season, and Magenta will look a feel a little different during the month of...
by Gretchen Betts | Jul 12, 2023 | Financial Planning
Financial advice is financial advice regardless of whether you are male or female. It’s not gender specific, but what may be different is the approach women want and things we need to consider for them. In our experience at Magenta. women come to us when they have...
by Gretchen Betts | Jul 7, 2023 | Financial Planning
Whilst as financial planners Magenta primarily focus on managing and improving your financial situation, there are many non-financial benefits that come with collaborating closely with a financial planner. Here are some key advantages: Goal Clarity Magenta can help...
