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
Doing everything yourself?
There are many reasons why we try to do everything ourselves, from satisfying our need to be in control to trying to save costs, or simply “wanting the job done right”, all of us find [...]
A bird’s eye-view of your financial plan
Most people don’t enjoy financial planning. It’s a practice filled with stigmas of confusing concepts, complicated products, and expensive choices. But the fact is that none of us can live without it costing us money. [...]
Make better powerpoints
Powerpoint presentations have become a vital tool in communication, whether it’s to source funding or support for new business ideas, presenting feedback to management or your team, sharing research findings or creating content for social [...]
Don’t under-inflate the effects of inflation
When life gets a little out of hand, we might say that things are blowing up! Sometimes it comes out of the blue, and other times we can see it coming, but generally, when we [...]
Healthier uses for your phone
In recent years our cellphone and mobile device usage has increased significantly. In a recent Irish survey, it was found that the average smartphone user picks up their device more than 50 times per day; [...]
Articulate and action
We need to be strategic about growth and not just hope it will happen organically. Through a recent interaction with business coach Grant Newland, the importance of this was brought to the fore of our [...]
Do as I say
“Do as I say… not as I do.” This has been a popular phrase for many, many years. In fact, it was first recorded in John Selden's Table-Talk in the 17th century. Possibly, for as [...]
Making better money choices
Many important questions in life involve money, and good choices can put us on the road to financial success. Bad choices, however, can lead to years of financial duress. While the questions we ask ourselves [...]
