How to retire faster by making just one change to your retirement planning
Thousands of people could retire earlier if they reviewed the fees being charged on their retirement and investment plans. The…
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Thousands of people could retire earlier if they reviewed the fees being charged on their retirement and investment plans. The…
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Give me just 1 hour of your time and I will share with you the industries biggest secret. The problem…
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July has been a great month for the Goldsmith team. Goldsmith Invest are delighted to have won the NatWest Venus…
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This is a case study I have taken from my book ‘Retire Faster’ for Company Directors available on Amazon. As a…
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When I talk about performance of pension funds or investment portfolios, investors will get very defensive about their wealth managers. It…
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Retirement planning checklist – The 10 rules to retire faster from Hannah Goldsmith
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There has never been such an important time in history, when individuals have to begin to take notice of what…
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Do you consider yourself to have a wealth efficient investment portfolio? Have you ever come across the term wealth efficient?…
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As in life, an illness can sometimes go unseen for many years without making itself obvious, and others have very…
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During my career the question I asked myself most often was, am I best servicing the interests of my clients,…
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My name is Marcus Cauchi. I run a Sandler Training franchise and met Hannah through golf (she beat me). I asked her for help to reduce our business tax burden and maximise our personal savings. Having been sold financial services badly in the past I was reticent to invest the time but Hannah was different. She asked excellent questions and listened for insight and understanding, uncovered some real problems that were costing our business tens of thousands and us personally many thousands annually as a family. She has helped us recover tax, plug gaps in our savings plans and protect the business in the event of either my wife or I falling sick or dying. She used what she learned to develop an effective lifestyle plan and what surprised me most was that she really understood us, our family situation and our ambitions, and communicated what we needed in a way that was non-technical and instantly understandable to someone like me who has a low boredom threshold and limited appetite to discuss financial matters. If you want an honest, no pressure financial advisor who doesn’t sell you anything you don’t need, who tailors her advice to meet your lifestyle choices and serves your best interests then give Hannah a call.
Marcus Cauchi, Sandler Business Consultant- Reading