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
Hold the line
“It's not in the way that you hold me It's not in the way you say you care It's not in the way you've been treating my friends It's not in the way that you [...]
Me, myself and Ikigai
From the stoics to the sentimentalists, most have one question in common: What is the meaning of it all? Searching for purpose and meaning helps us come up with a reason for living. As Aristotle [...]
Discovery and discomfort
It’s nearly impossible to make it through an entire week without glancing at a blog, social media post or newsletter that reminds us about the pervasive and perpetual change in our lives. Hopefully, this blog [...]
Five financial tripwires
If you’ve ever seen the mayhem from the middle of the trading floor of the New York Stock Exchange (NYSE), you can be forgiven for thinking it’s a warzone! Whilst most stock exchanges around the [...]
Bias and your bank balance
When it’s a question of money - everyone is of the same religion, or so said Voltaire. Like religion, there are many different perspectives on how it helps (or hinders) us. It’s probably one reason [...]
The premium time to review your premiums
When it comes to financial planning, risk planning, estate planning and investing, many of us like to “set and forget”. Our lives are full of things to remember, for work, family and the communities in [...]
Our oft-told money stories
Money isn’t real. It’s just an agreed-upon system of exchange. Have you ever heard that? This is the realisation that many reach when feeling frustrated with tax systems, witnessing social injustice or experiencing the unfairness [...]
Win back your weekend
“Where did our weekend go?” Have you ever found yourself asking this question on a Sunday night or a few minutes after hitting snooze for the third time on a Monday morning? If you do [...]
