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 | Mar 28, 2022 | Advice, Cash flow, Financial Planning, Lifestyle, Wellbeing, Women and finance
We have written often about women being at a disadvantage compared to men when it comes to lifelong financial wellbeing. In fact, they are also in a worse position than their mothers and grandmothers, simply because they are likely to live much longer and thus need...
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...
by Gretchen Betts | Feb 28, 2022 | Financial Planning, Wellbeing, Women and finance
Should today’s women take a different approach to planning a secure financial future to men or even to their mothers and grandmothers? At Magenta, we think the answer to this question is complex – the mechanics of financial planning will be the same for everyone, but...
by Gretchen Betts | Feb 7, 2022 | Financial Planning, Lifestyle, Wellbeing, Women and finance
Last year we launched our Green Guide and this month we’re officially launching our Financial Planning Guide for Women – just in time for International Women’s Day next month. Many of you may be thinking, why a specific guide for women, why would this be a different...
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....
