Insight centre
We’re always here to share with you the latest insights to help with financial planning, From recent updates in the news to the latest guides and books on Wealth, Health & Happiness.
Some useful reading from author Marlene Outrim Certified Financial PlannerTM and MD of UNIQ Family Wealth
Cascading Your Wealth: How to build a family wealth plan for the next generation – Author: Marlene Outrim
Do you want to live your life well and enjoy financial security while leaving a legacy for family members?
Cascading Your Wealth is a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth without compromising your current lifestyle.
It discusses the practical, emotional and psychological factors that affect intergenerational wealth and explains the six steps to creating a clear and detailed Family Wealth Plan. This will ensure your wishes can be carried out tax-efficiently and with ease.
To request a free copy email:
Boomers: Redefining Retirement – Author: Marlene Outrim
The ultimate book for retirement. This book is for all those who are serious about having a life well lived and are keen to achieve their life’s objectives. It aims to redefine retirement and show how the baby boomers have had an enormous impact on how we lead the later part our lives. It shows how longevity, medical breakthroughs and healthier living means that we can all lead meaningful and purposeful lives well into old age.
The book sets out the importance of planning to ensure that your money doesn’t run out before you do. Do you work out SMART goals and write them down? Do you have a Financial Planner to help you work out if you have enough money to last a lifetime and do all the things you want to do? Are your lifestyle, diet and habits in need of an overhaul? Rather than focussing on what you need in terms of pensions, investments etc., it looks at how you should be leading your life to ensure that you have a “life well lived”.
The author is a practicing Financial Planner who has helped many people over the years redefine their retirement plans. This book concentrates on the positives, on the opportunities that abound to make life more interesting and exciting in your more mature years. Most of all it aims to empower you to be the person you want to be and live the life you want to lead. This is the golden era, not the olden one.
To request a free copy email:

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