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

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

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...

February Vlog – by Gretchen Betts

February Vlog – by Gretchen Betts

For 2022 Gretchen set herself a resolution to create more video content for Magenta Clients. Each month, Gretchen’s Vlog will detail the 3 Top Topics which Magenta has been discussing with their clients. In February the following topics were discussed Volatile Stock...

Is Financial Planning really different for Women? by Julie Lord

Is Financial Planning really different for Women? by Julie Lord

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...

Financial planning is never really about money, is it? By Julie Lord

Financial planning is never really about money, is it? By Julie Lord

Big changes often need big hugs! No day is ever the same  - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning. Some days bring good news and some not so good....

Planning for Life After Redundancy

Planning for Life After Redundancy

At Magenta we know one thing for certain – that life doesn’t follow a linear path and that change, whether for good or bad, is always around the corner. Life is full of changes and events – some will bring joy and others sorrow. Our experience encompasses all possible...

Introducing our Financial Planning Guide for Women

Introducing our Financial Planning Guide for Women

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...

Call for your Help and Recommendations!

Call for your Help and Recommendations!

Every small business like ours is reliant on word of mouth, recommendations and reviews for new clients and business. Over the past 5 years, thanks to many of you, we’ve received over 65% of our new clients via referral! We’re so very proud that so many of our clients...

12 Habits of Successful Investors

12 Habits of Successful Investors

Over the years, we have been asked on many occasions about how to become a successful investor and make the most money. At Magenta we know that showing people how to get the most out of their time on the planet, is more important than making money, but also that...

What is a Money Habitude? By Jessica Geere

What is a Money Habitude? By Jessica Geere

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!

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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