The story of Balance: Wealth Planning 30th January 2020Reading Time: 3 minutes As we dive headfirst into Balance: Wealth Planning’s 5th year of business, we would like to take a moment to reflect on our journey so far. We’re so pleased to…
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Investing a lump sum 23rd January 2020Reading Time: 3 minutes If you have recently gone through a big life event, then you might be set to receive a lump sum. But do you know how to go about investing it…
The value of advice 16th January 2020Reading Time: 3 minutes What is the value of advice? You may understand who we are and how we work, but commonly many overlook the true value we provide. Studies show that strategic advice…
How to reflect your values through your investments 9th January 2020Reading Time: 3 minutes Now, back to our series on values-based investing…we’ve explored what the United Nation’s Sustainable Development Goals are, why values-based investing is so important and who it’s for but now we…