Your legacy matters. At Schonberg Wealth, we believe in securing your wealth for those who matter most. That’s where smart estate planning comes in. It’s about ensuring your wishes are honoured, your loved ones are protected, and your wealth is preserved. A will is more than just paperwork—it’s your voice, ensuring that everything you’ve worked […]
When it comes to securing your financial future, the biggest mistake you can make is waiting for the “perfect moment” to start. The truth is, there’s never a perfect time—only today. The good news? You don’t need a fortune to begin investing or saving. Small, consistent actions can set the foundation for long-term success. Why […]
When it comes to investing, patience isn’t just a virtue—it’s the key to building lasting wealth. Markets fluctuate, economies shift, and headlines create panic, but one fundamental truth remains: those who stay the course and commit to long-term investing tend to come out ahead. Warren Buffett, one of the greatest investors of all time, famously […]
Act Now! Maximise your tax savings before 28 February 2025—contact your Wealth Manager today! Planning for retirement is one of the most important financial decisions you can make. IA Retirement Annuity (RA) is a smart investment tool designed to help secure your financial future. Whether you’re self-employed, looking to supplement your employer’s pension fund, or […]
Life moves fast, but success comes to those who know how to pause, plan, and act with purpose. When it comes to your finances, taking a long-term view isn’t just smart—it’s essential. Planning ahead allows you to make thoughtful decisions, navigate uncertainties with confidence, and achieve your goals with less stress. Here’s how to embrace […]
The festive season often leaves us with warm memories, but it can also leave a dent in our wallets. As January rolls in, many face the challenge of balancing tight budgets while avoiding the temptation to dip into savings. Here are practical, finance-focused strategies to help you start the new year on strong financial footing. […]
Your year-end bonus has arrived—a well-deserved reward for your hard work and dedication. While it’s tempting to splurge, treating your bonus with a strategic mindset can set you up for long-term financial success. Here’s how to strike the right balance between enjoying the moment and securing your future. Take Care of Financial Essentials Before anything […]
As the festive season approaches, it brings with it a whirlwind of celebrations, social events, and the allure of gift-giving. While it’s a time to create memories and share joy, the financial decisions you make now can echo long into the new year. A well-managed festive budget isn’t just about surviving the season—it’s about safeguarding […]
What does it mean to live a truly fulfilling life? Happiness doesn’t lie in just one thing—it’s the harmony of good health, financial security, and personal purpose. When these elements align, they create the foundation for a life well-lived. Here’s how each contributes to the bigger picture. Health: The Foundation of Everything We’ve all heard […]
In today’s interconnected world, smart investing goes beyond borders. Including an offshore component has become a key part of any well-balanced investment strategy—offering diversification, protection from domestic risks, and access to global opportunities. Whether you’re planning for retirement, safeguarding wealth, or seeking growth, looking beyond your home market can unlock valuable advantages. However, offshore investing […]