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.
Who knew that drinking beer could be perfect preparation for my next exam?! It’s in May by the way (up next is RO3 - Tax), and good timing to be fair as the recent April Budget made several changes to different taxes
The older (and more mature) I get the more I realise that spending money on the stuff I enjoy, with the people I want to be with, makes me happier…
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
I know that the odds of crashing are very low – I know I am going to land safely. I know all this but why am I now so twitchy about flying…and what has this got do with how you might be feeling right now??
With me not being a natural writer, I’ve done my very best to stall actually putting anything down on paper, but Jeremy tells me that time has come to start the engine…so here goes!
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.
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?