Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

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Asset allocation is not a one-time decision
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Maximise potential returns while minimising risk Asset allocation is a cornerstone of successful financial planning. It offers a strategy to maximise potential returns while minimising risk. By spreading investments across…

Shackleton investment proposition
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Hear from Charlie Lloyd, Shackleton’s Head of Investments, and Wayne Nutland, Senior Investment Manager, as they delve into our distinctive investment proposition. Discover what sets us apart and how our…

Adjusting your investment portfolio with age
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Is your asset allocation aligned with your risk tolerance? Your retirement portfolio is the backbone of your financial security, ensuring a comfortable lifestyle during your golden years. For those with…

Cash flow modelling
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Constructing a detailed representation of your income and expenditure For many, investing can resemble venturing into uncharted territory, particularly for those new to personal finance. The cornerstone of successful investing…

Benefits of a cash flow forecast
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The benefits of cash flow modelling are forecasting your future finances. Cash flow modelling is a way of planning and analysing your financial goals and sits central to the financial…

The retirement cash flow planning process
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Are you looking to create your retirement cash flow plan?  Contact us now for more information. We assist you in analysing your current financial situation and creating a customised plan…

Key principles for investing success
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A reliable guide through the ever-shifting financial landscape. Investing is a nuanced blend of art and science, with successful outcomes often hinging on the consistent application of sound principles. These…

Investment management strategies
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When it comes to investment funds, the choice between active and passive management strategies is a pivotal decision that can significantly impact your investment outcomes and long term investing will…

Active and passive management strategies
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Making informed decisions that align with your investment strategy. When it comes to investment funds, the choice between active and passive management strategies is a pivotal decision that can significantly…

Take stock of your financial health in 2025
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Start 2025 with a New Year’s wealth check A yearly financial check-up is vital to ensuring your money works as effectively as possible. The beginning of 2025 offers an ideal…

Start 2025 with a New Year’s wealth check
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A yearly financial check-up is vital to ensuring your money works as effectively as possible. In our latest guide, we look at why the beginning of 2025 offers an ideal…

Navigating your financial journey
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Actionable steps to ensure you’re progressing steadily toward financial stability and independence. We make countless choices on our unique journeys through life that shape our future financial security and independence.…

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