Building strong relationships to push the boundaries of possibilities.
Meet Janet Hugo
I have developed this online space to share my and my family’s experience of the financial services industry. From being on the receiving end of very poor financial advice, to our family experience of living with a dreaded disease and all that implies.
As a financial planner I have the privilege of helping my clients achieve peace of mind when it comes to their financial affairs. I landed up in the industry to do just that for our family.
The phrase “you can’t trust a skinny chef” has always made me smile. I’ve collected some great practical tips about products, financial planning, dreaded disease and tax that I would like to share with you.
If you are looking for the Sterling Private Wealth corporate website please click on the Sterling logo below.
Meet Janet Hugo
I have developed this online space to share my and my family’s experience of the financial services industry. From being on the receiving end of very poor financial advice, to our family experience of living with a dreaded disease and all that implies.
As a financial planner I have the privilege of helping my clients achieve peace of mind when it comes to their financial affairs. I landed up in the industry to do just that for our family.
The phrase “you can’t trust a skinny chef” has always made me smile. I’ve collected some great practical tips about products, financial planning, dreaded disease and tax that I would like to share with you.
If you are looking for the Sterling Private Wealth corporate website please click on the Sterling logo below.
Our Experience of
About 15 years ago, I was a stay at home mom with children of 6 and 8. Although I was active in my husband’s investment management business, I had no source of my own income and it started to worry me. I suppose I was asking the “What happens if…?” questions.
I have learned that planning for a dreaded disease event and experiencing it as a family are very different things. I had no idea how much time would need to be invested in the administration that goes along with several different doctors and their accounts, the tax queries on legitimate medical claims and then the time drain of waiting.
Estate planning is not about minimising taxes and having enough money for your dependents. I really believe that having your affairs in order is one of the last acts of love you can do for the people you leave behind.
Latest Articles from Janet
Stay abreast of your healthcare cover
Whilst October is Breast Cancer awareness month, cancer has become a disease that was touted in 2018 as the second leading cause of death. It's a tragedy that has most likely affected your family, and [...]
Markets don’t make you money
Markets don’t make you money; your habits… make you money. As creatures of habit, we ultimately become our own best friend, or our own worst enemy. This is why it’s important to be mindful of [...]
Why hobbies help
Time is our greatest investment opportunity - we should invest the time that we have in a diverse portfolio of activities that will provide us with positive returns. Having a solid routine helps us to [...]
The impact of the economy on small businesses
In a 2018 article, Tim Davis (President of The UPS Store) said this of small businesses: “Small business is the backbone of the economy. ... It's these businesses that are driving local economies, providing jobs [...]
What did you do with your first paycheck?
One thing we can always know for certain is the past; but with far less certainty, the future, and even ‘later today’… eludes us. Despite knowing this, we often fall into the trap of thinking [...]
Crack the ice ahead of you
Spring is around the corner - bringing newness, freshness and invigoration. After a long winter, it's easy to find your attitude has iced-over! Here's how to crack the ice going forward... Remind yourself of the [...]
Start marketing yourself
Before we can think of saving, spending and investing - we first need to make money. Almost everybody would accept more money if it were offered to them. But, as is often the case in [...]
Lessons from the lighthouse
Here’s the thing about the lighthouse - it’s focus is always offshore. At the time of writing this article, the world is still flailing under the storm of the Coronavirus and the conditions have caused [...]
