Each article explains one subject in plain words and points you to a tool or guide so you can see what it means for your own family. The articles are general information, not personal advice; for your own situation you can always book an appointment with an advisor.
Financial planning
Business partners: what happens if one is gone
A business with two or three partners rests on its people. If one dies or falls seriously ill, who takes their share, with what money, and what happens to their family?
Cyprus
Self-employed: who pays me if I fall ill?
When you work for yourself, there is no paid sick leave. If the work stops, income stops almost at once, while the costs carry on.
Retirement
After 50: what to check before you retire
The years before retirement are the most valuable for planning: there is still an income, and the goal is now clearly in sight. A list to get there without surprises.
Family
Women and financial security: maternity, part-time work, pension gaps
Maternity leave, years of reduced hours, a break to care for a parent. Choices made with love, and worth seeing in the finances too.
Financial planning
25 to 30: where to start with a little money
A first steady salary, rent, perhaps a car loan. You do not need to do everything at once. You need the right order.
Family
I have become a parent: what changes from day one
A baby changes everything, the family’s finances included. A calm list for both parents: protection, health, a will and guardianship, education, beneficiaries.
Family
Grandparents: a plan for the grandchildren
Many grandparents want to leave their grandchildren more than memories. How to arrange it so it reaches them when they need it.
Family
Godparents: a gift that grows with the child
In Cyprus a godfather and godmother are like second parents. An idea for a gift that does not end at the baptism.
Cyprus
How to check an advisor is registered, and where to complain
Trust is good; checking is better, and it takes a few minutes. How to see whether someone is entitled to act as an insurance intermediary, and what to do if something goes wrong.
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