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
Savings Goals
The hardest time to save is when we’re ‘just saving’ with no end in sight. It’s like going to the gym to train; but, train for what? As Lewis Carrol once wrote ‘If you don't [...]
Tax Savvy Investing
Nothing is certain in life, except for death and taxes. Benjamin Franklin said this almost 300 years ago, and it still rings of truth. The economic and political landscapes are now even more complex and [...]
How to set flexible goals
Last week we looked at why it’s important to become flexible in setting goals. This week we’ll consider how we set flexible goals. Setting personal goals can empower us to transform our lives and drive [...]
Stocks vs Shares
In the world of investing there are myriad ways to create wealth. These systems are complex, integrated and offer just enough certainty to attract our attention, but not enough to be a sure-thing. Two investable [...]
Why we need to be flexible with our New Year’s Resolutions
Towards the end of every year, it is customary to reassess our priorities, take stock of the year that was, and plan for the year to come. The emergence of the 2020 Coronavirus pandemic and [...]
Who’s advice are you taking, seriously?
Times of festivities and celebrations are often paradoxical in that we want to see friends and family, but we find that when we’re with the ones we don’t often see (only for big occasions and [...]
Investing: How elections matter
There are three things we should never discuss around the dinner table: money, politics and religion. Ironically, the three things we normally always talk about around the dinner table… are money, politics and religion! One [...]
The gift of compounding interest
Every holiday season, the search begins for gifts that keep on giving. From music to cooking classes and other hobby-related courses - scores of us try to find a gift that won’t be tossed onto [...]
