As with any professional service, the key challenge is finding the right person for the job and a lot of this will come down to knowing the right questions to ask.


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In the investment world, market downturns are as inevitable as paying taxes. In fact, you could think of investing as accepting the short-term ups and downs of the market as the “tax” you pay for potential long-term gains.


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Diversification is a key part of a wise investment strategy to mitigate risk without necessarily sacrificing returns.

You could think of it as a form of insurance—it doesn't prevent market downturns, but it can soften the blow.


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At Collinson Wealth Partners we take a holistic approach to personal finance with emphasis on simplicity, common sense, and a long-term perspective.

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Imagine you have had a cash windfall, won a lump sum of money, received an inheritance or finally have access to your retirement savings.

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How will a longer life span impact your finances?

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2024 Financial Planning: Tips for Setting and Achieving Your Money Goals.

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