FINANCIAL VIDEOS
Understand your finances and how we can help you.
What Is a Financial Plan?
A financial plan provides structure and direction for your money. In this video, Liam explains how a personalised financial plan helps align your income, goals, and long-term objectives, beyond individual products.
What Is a Financial Review?
A financial review is a structured check-in to assess where you are today and whether your finances are still aligned with your goals. Learn what's involved and why regular reviews are essential.
Growth, Access & Security
Every financial plan balances three key elements - growth, access, and security. This video explains how understanding these pillars helps create stability while still allowing your money to work for you.
Risk
Risk is a necessary part of investing, but it must be understood and managed correctly. Liam explains the different aspects of financial risk and how they relate to your personal goals and timeline.
Investments
Investing doesn't have to be complicated. This video covers the basics, how investments work, what to expect over time, and how they fit within a broader financial plan.
Investment Timelines
Your investment timeline plays a crucial role in how your money should be invested. This video explains the type of funds to use, short, medium, and long-term investing and why time horizon matters.