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Recent Posts by Paul Holly

You’ve Paid Off Your Mortgage! Now What?

Paid off your mortgage? Woo-hoo! Break out the champagne and celebrate the freedom you must now feel! But once the dizzy excitement has passed, what will you do next? Discharge or not? The first question is should you discharge your mortgage? You can keep the loan facility open, with a zero balance, and retain the…
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4. Manage Your Borrowings Wisely

Borrowing to Invest. Borrowing, or gearing, can help you accelerate your wealth creation. It can allow you to buy assets such as an investment property, or shares that you may not be able to afford outright. By borrowing money to invest, you could potentially multiply your investment profits and achieve your wealth goals sooner. Note however…
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3. Own Your Own Home

How To Own Your Home Earlier One of the biggest financial commitments most of us will ever make is the mortgage on our home. So it is no surprise that the potential savings from adopting a smart mortgage strategy can also be remarkable.   TAKE THIS EXAMPLE… Our clients, Steve and Nicole purchased a home…
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2. Invest the Difference in Good Quality Growth Assets

The Foundations of Successful Investing Establishing an investment portfolio can be likened to building a home. The most destructive, yet unpredictable predator to the structure of a home is the weather. Even in these most technically advanced days, we are still unable to accurately predict the weather. And so too, a man is a fool…
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