Most of us will live a long time in retirement – possibly as many as 20 years, without generating income through employment.
Credit, like a knife, is neither good nor bad – it depends on the use to which it is put.
Estate planning can have a lasting impact on your family – though not as much as not doing it.
Choosing the right insurance company for you is one of the most critical steps in managing your insurable risks. It means asking all of the right questions and thoroughly investigating your options.
Maintaining your quality of life after the diagnosis of a critical illness and dealing with financial commitments can cause hardship for you and your families. Critical illness insurance can protect your family's future.
Cash management is the understanding and analysis of what you earn, what is deducted (e.g. taxes), what you spend and what you save.
Without proper retirement planning, you can be faced with a significant cut in your income at retirement, requiring dramatic changes to the lifestyle to which you have become accustomed.
Death is inevitable – and sooner or hopefully later, we are going to die. Before we do, we should take some actions to put our affairs in order.
The purpose of investing is to improve our future circumstances or future lifestyle.
A popular myth is that estate planning is only for the rich among us. However, any one who has property and wishes for a future generation will need estate planning.
Diversification is the process of helping reduce risk by investing in several different types of individual funds or securities and works hand in hand with asset allocation.
Everyone needs a financial plan for their life, from those with ten dollars to those with ten million. Life takes money – whether you plan or not.
Building net worth over a lifetime requires prudent planning and the implementation of sound strategies. Insurance is an important element of any sound financial plan.
A home is one of the largest purchases most people make during their lifetime. Therefore, homeowners insurance protection is critical and strongly recommended.
Your broker works for you – not for the insurance company.
Lashley Financial provides a comprehensive range of knowledge-based services to individuals and organisations, delivering financial and insurance advice and integrated financial solutions.
Insurance Broking
Negotiation and placement of all lines of insurance with a focus on personal lines and group employee benefits.
Personal Financial Services
Financial services to customers to allow them to effectively use their financial resources to pursue their life goals.
Business Services
Advisory services to improve business profitability and to reduce business risks.
Learning, education and training services
Learning opportunities that encourage action to impact our lives, organisations and communities. These include presentations, seminars, workshops and courses (up to 12 weeks).
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More than you want and less than you need
Often, in the seminars and workshops we do, we are asked about the purchase of whole life insurance vs buying term life.
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