A frequently asked question in the retirement industry is, how many accounts should I have at retirement? Should I have a savings account, an investment account and a pension account, or should I have multiple accounts for multiple purposes in multiple places? I think the question often arises from being told over and over to be diversified in our investments and not to have all our eggs in one basket, meaning that we should spread our money and assets with…
Business
The Newsroom By Freisenbruch-Meyer
The CFO of Home Operations
In every family, one of the most important discussions is to appoint someone to take charge of the family finances. Whether it is yourself or your partner doesn’t really matter – whoever takes on the role recognizes that the financial…
March 2, 2020
The Newsroom By Freisenbruch-Meyer
Freisenbruch-Meyer’s Guide to Financial Planning
At Freisenbruch-Meyer, we believe in great personal service, quality insurance coverage and unbiased advice. We specialise in insurance, underwriting, broking, pension plans and finance management. We do whatever it takes to help our customers. In the inaugural episode of our…
February 3, 2020
The Newsroom By Freisenbruch-Meyer
What Happens at Retirement: Freisenbruch-Meyer’s Carla Seely Answers Common Questions Regarding Pensions
During the course of their working career, most people chat to family and friends about what retirement means to them in order to figure out their own future. Often, we look at others and their struggles to either correct our…
February 3, 2020
The Newsroom By Freisenbruch-Meyer
Credit Card Debt Getting Out Of Control? Managing Money Takes Discipline, Sacrifice and Commitment!
I think I speak for most people when I say that at some point in our life we put something on our credit card and didn’t pay it off in full, leading to a vicious circle of recurring payments and…
February 3, 2020
The Newsroom By Freisenbruch-Meyer
Financial Planning for the Unexpected: Planning your Finances Before the Unpredictable Happens.
Ever been in a situation where you think you are finally doing well, your finances seem to be coming together and you start to have a positive outlook on your financial future? And then – wham! – the unpredictable or…
February 3, 2020
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