Let’s start by defining what an Investor is? According to www.BusinessDictionary.com “An Investor Is neither a speculator (who takes on high risks for high rewards) nor a gambler (who takes on the risk of total loss for out of proportion rewards), but one whose primary objectives are preservation of the original investment (the principal), a steady…

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At some point in time, we will all eventually turn our mind to the business of retirement planning. Some of us, through good fortune or good management, will see this as a pleasant task and will embrace the transition from paid employment and regular working hours to a lifestyle of our choosing. We will explore…

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Christmas has come and gone and a new year is upon us. The break was fantastic and ensured that I was able to recharge the batteries.  I had the opportunity to catch up with family and friends over many different social occasions. Working in the finance profession, when I am introduced to new people at…

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Welcome to our new web site! We’re quite excited by the new look – tell us what you think? The site reflects who we are and what we stand for.  It also highlights who we are able to add most value to when it comes to planning the financial future; those in the Retirement Risk Zone….

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