The Bettr Blog

Helping successful business owners, do more of what they enjoy in life with the people that matter most…

Do more now | Invest with confidence | Minimise tax

Do more now
Invest with confidence
Minimise Tax

Brett Investment Client Golf Day

Brett Investment Client Golf Day

Once again, we were treated to a fabulous afternoon at Melrose Golf Club on Friday, for the annual Brett Investment Client Golf Day. The sun shone (very strongly!) and we were treated to a near perfect couple of hours on the course.

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New Website – Coming Soon!

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.

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V1 to V3 and back again

V1 to V3 and back again

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 genuine focus on your happiness and fulfilment = our Version 3).

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Invest in Your Future Self

Invest in Your Future Self

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.

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The Man from Del Monte Says – Yes!

The Man from Del Monte Says – Yes!

It’s maybe this time of year (with the Brett family summer holiday imminent) but I find myself moving into introspection mode. In truth, I’ve been thinking about this for a while so I wanted to take...

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A Short Story about ‘Tax’….and ‘Beer’!

A Short Story about ‘Tax’….and ‘Beer’!

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… pressing me to keep my finger on the pulse.

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I plan to be 10% less this year

I plan to be 10% less this year

If you are anything like me, you’ll have a bunch of everyday tasks you look to blast through each morning…brushing your teeth, making the bed, buttering your toast. Tasks that just seem to get in the way.

Whilst I’m aware I do this, I’m just keen to get on with what I consider other more ‘important’ things – namely getting into work and freeing up more time for the things I like doing.

This year though, I plan to be different…

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