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Moving in with your partner, planning to get married, or not?  By Jess Geere

Moving in with your partner, planning to get married, or not? By Jess Geere

by Gretchen Betts | Jul 4, 2022 | Divorce, Financial Planning, Lifestyle, Money, Wellbeing

Life and the traditions we have adopted over time are changing, and this seems to have been especially amplified over the past few years with change happening faster than ever. We have grown up with the fairy tale story of meeting the person of our dream, moving in...
I’ve received an Inheritance – what should I be doing now? By Julie Lord

I’ve received an Inheritance – what should I be doing now? By Julie Lord

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...
Magenta’s Top Tips for Tax Year-End – By Jamie Flook

Magenta’s Top Tips for Tax Year-End – By Jamie Flook

by Gretchen Betts | Mar 14, 2022 | Cash flow, Financial Planning, Financial Planning, Investments, ISA, Money

We’re not far away from the end of another tax year, so with many allowances being “use it or lose it”, what are the key things you need to think about before 5th April? Invest in your ISAs! Individual Savings Accounts (ISAs) allow your savings to grow free of income...
Financial Support for Adult Children – Yes or No? by Julie Lord

Financial Support for Adult Children – Yes or No? by Julie Lord

by Gretchen Betts | Mar 7, 2022 | Financial Planning, Lifestyle, Money, Wellbeing

At Magenta we always ask about a client’s family situation and whether there is likely to be any financial support required for young children, older parents, adult children and/or other family members. It is important that we understand whether there will be any...
What is a Money Habitude? By Jessica Geere

What is a Money Habitude? By Jessica Geere

by Gretchen Betts | Jan 10, 2022 | Financial Planning, Investments, Lifestyle, Money, Wellbeing

A Habitude is a combination of habits and attitudes that reveal the ingrained thoughts, feelings and behaviours that influence our decisions and actions. We have used money habitudes over a number of years to understand our clients’ habits and feelings towards money....
5 Main Life Themes for 2022 – A New take on Resolutions!

5 Main Life Themes for 2022 – A New take on Resolutions!

by Gretchen Betts | Jan 3, 2022 | Financial Planning, Lifestyle, Magenta Team, Money, Wellbeing

2020 and 2021 were pretty hard years for many. The Pandemic robbed us of loved ones; time with loved ones; time with friends and colleagues; our work; our holidays; our hobbies and even our mental and physical health. There were some positives however – we learned...
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