Environmental, Social and Governance (ESG) Investing is an area that has grown drastically over the last few years. With predictions of more than 50% of EU passive funds being ESG by 2025, and 2020 seeing more inflows into ESG funds than ever before, ESG is something that is certainly here to stay. What led to…
Six steps to a sound financial plan: Establish short, medium and long term goals in life Identify and list down all of your Assets and Liabilities. Look closely at your current financial situation – are you close to achieving your goals? Put together a plan in order to achieve your different goals – do you…
What is Cashflow Modelling? Cashflow modelling is used by your Westerby Consultant to forecast your future finances. It shows you in real time how much money you could have in the future and whether you are on target to achieve your goals. This can be invaluable when considering questions such as ‘do I have enough…
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