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Rich Dad Poor Dad – Robert Kiyosaki

Written by Robert Kiyosaki and Sharon Lechter in 1997, Rich Dad Poor Dad is based mostly on Kiyosaki’s young days spent in Hawaii.

Posted by Tann Westlake on 28 April 2020

Atomic Habits – James Clear

People think when you want to change your life, you need to think big. But world-renowned habits expert James Clear has discovered another way.

Posted by Tann Westlake on 28 April 2020

The One Page Financial Plan – Carl Richards

Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.”

Posted by Tann Westlake on 28 April 2020

Factfulness – Hans Rosling

Factfulness: The stress-reducing habit of only carrying opinions for which you have strong supporting facts.

Posted by Tann Westlake on 28 April 2020

The Behaviour Gap – Carl Richards

It’s not that we’re dumb. We’re wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great.

Posted by Tann Westlake on 28 April 2020

The New Retirementality – Mitch Anthony

With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals.

Posted by Tann Westlake on 28 April 2020

What our clients say

Joe immediately put me at ease with his friendly and approachable manner. I trust Joe and his advice, and am confident that our retirement is in safe hands.

I look forward to my annual review meetings, but I also know that Joe is at the end of a phone (or an email) if I have any concerns in the meantime.

I would have no hesitation in recommending Joe to anyone.

Mrs S Quinlan