We are close to launching our brand-new website.
The journey has been nothing short of fascinating, and we’re looking forward to unveiling the website (mark 3) to you over the new few weeks.
Version (V1) of Brett Investment was very different to what we offer our clients now.
It has moved from financial advice (our version 1) to financial planning (V1 + cash flow planning = our Version 2) to what you now get to experience (V2 + a
It's close to 3 years since I joined Brett Investment and in this short time I’ve loved getting to understand the power of ‘proper’ financial planning.
It’s maybe this time of year (with the Brett family summer holiday just around the corner) but I find myself moving into introspection mode.
In truth, I’ve been thinking about this for a while so I wanted to take a moment to reflect on the power
Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well with me passing my first exam (for those interested it was the exciting subject of Regulation & Ethics!).
For a while it felt like a hurdle that I was
For quite some time we have discussed how Brett Investment can contribute towards a 'BettrWorld'.
More recently we have spoken about making a financial commitment to causes we feel can make a real difference.
No doubt many of you have already made some kind of financial donation towards the humanitarian disaster that is unfolding in Ukraine.
If you would like to do so and don't know how here are some internationally recognised bodies that are already making a real difference.
At its most basic level financial planning is about calculating how much money you will need to live the BEST VERSION of your life, no matter what happens. Basically, how much is ENOUGH?