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Team Spotlight - Meet Louise

Get to know the Town Close team! Many of our clients have told us they’d love to know more about the people behind the scenes. First up, meet Louise Minns—our resident ‘Plate Spinner’—as she shares a little about her role, passions, and favourite foods!

10 good reasons for optimism for those in their 30s

Read part 3 of Jeremy's "10 good reasons for optimism" series

10 good reasons for optimism for those in their 20s

Read part 2 of Jeremy's "10 good reasons for optimism" series

10 good reasons for optimism for those in their teens

Read part 1 of Jeremy's "10 good reasons for optimism" series

What good looks like for our clients

Are you achieving the financial outcomes that truly matter?

Talk about lucky!

Why does Jeremy think we're all lucky in one way or the other?

Teaching teaching and coaching coaching

Keep reading to see what Jeremy considers the missing lesson at school.

Delegation is what you need, if you want to be a record breaker

Delegating isn’t always easy, but it definitely has its benefits.

House Rules

Read Jeremy's thoughts on leading in two different worlds...

Sarah, in her own words….

Sarah recently discovered what truly makes a company great to work for: support, friendship and compassion.

50 Summers

Time isn't as endless as it seems....read more about "50 Summers" here.

Eeek...there's too much money!!

"There's too much money" is not something we hear very often from clients....if ever! Read more here.

Life’s Transitions

Are we all aware that there is no “same as it always was”? Read more here.

Superhuman delivery requires superhumans

Jeremy strongly believes that the best resource for great delivery is a human that cares. Read more here

Clients we have just started helping

Here at Town Close, we're here for you and happy to help...

The TCFP approach to plan management fees

Our plan management fee covers clients for “anything and everything” that might be needed throughout the year. Read more here.

How lifting one, lifts us all

Read here for Jeremy's take on why it is so important to understand that all humans are different and have different needs in order to thrive.

Get bored to create more?

Could we all benefit from being bored from time to time?

"It's communication, stupid"

Any guesses what Jeremy's word of 2024 was? Find out here.

Jeremy's reflections on 2024 and hopes for 2025

As 2024 comes to a close and we step into 2025, here are Jeremy's reflections on the past 12 months and hopes as we step into the new year

Backgammon vs Financial Planning

Unlike a game of backgammon, financial planning isn't an activity where repeated practice alone guarantees improvement.

Investment Committee Meeting notes - 09 December 2024

The Investment Committee met this week for the last time in 2024. Click here to read the notes and outcomes of the meeting.

December 10, 2024

"The other choices"

Many people choose to look the other way when it comes to getting their finances in order - this is an expensive choice. Read more here.

Problem and Power

No problem is ever resolved without creating something new. Find out more here.

Regrets

Jeremy has often mentioned that the primary goal of financial planning is to steer clear of future regrets. Read more about such regrets here.

Toddlers With Crayons?

Three potential planning ideas arising from the recent budget.

Convenient & Simple = Freedom

What's the real payoff of convenience and simplicity? Read here.

To play or not to play

Recognising that you are your own opponent allows you to focus on your investment strategy. Read more here.

Lazy vs Unlazy

Jeremy suggests you choose "lazy" over "unlazy" when it comes to trusting someone to look after your money. Read why here.

Surprise and uncertainty

The Town Close team are here to help - read more here.

Decimated...

Why is Jeremy referring to "decimated" when writing about investments? Read here.

Thoughts on the US Election

Was Jeremy surprised by the US election results? Read here.

Death by a thousand cuts...

Is it time to make a change to your month to month expenses?

Budget response

Read Jeremy's initial take on what the budget means for our clients.

Frank Bensel Jr

Read here to find out Jeremy's views on luck in investing.

Skill vs Luck

When it comes to financial planning are you just rolling dice or do you believe it is a game of extreme skill like chess?

What have 30,000 hours taught me?

Jeremy estimates he has spent at least 30,000 hours thinking and talking about money - that's a lot of hours!

Engine vs Investment Strategy

Financial planning is like maintaining a car - if any part is missing or deficient, neither the car nor the financial plan will function properly.

What the record reflects

What is a major cause of DIY investor's difficulties? Read here to find out.

Tides vs Waves

What should we be focusing on, the tides or waves? Read here.

Should you hire a professional anyone?

Not everyone sees the importance in professional advice. Read why you should here.

Current views on the Budget

Have a read of Jeremy's current thinking regarding the upcoming Budget.

The Crypto Diaries

Has Jeremy's adventure in cryptoland come to an end?

The right tyres at the right time

How can we compare F1 tyres to finanical planning? Read here to find out.

Investment Committee Meeting notes 16 September 2024

Check out the latest insights and opinions from the Town Close Committee meeting from 16 September 2024

Quiet Compounding

Ever thought about quietly compounding your money? Read more here.

Your mindset matters more than your money

Does your mindset matter more than your money? Read here.

What Roger Federer can teach us about investing

What can a tennis player teach us about investing? Read here to find out.

The real secret to long-term investment success

Want to know the real secret to long-term investment success? Read here.

Financial Freedom: Embracing the Neutral Nature of Money

How can we apply neutrality to financial planning? Read here.

Old vs Bold

There is a saying: “There are old pilots and there are bold pilots, but there are no old, bold pilots”. Read here to find out why Jeremy feels this is relevant to financial planners.

Why do Financial Plans Succeed? Why do Financial Plans Fail?

Want to know more about the key components of an effective financial plan? Read here.

Problems / Power

How do we tackle client's challenges? Read here to find out.

A gentle shot across our bows...

The good times don't always last, here are Jeremy's 5 points to consider with any downturn.

Could this be why more don't seek professional financial advice?

Read more here.

New Tech

Read this article for Jeremy's thoughts on new technology and how it benefits the TCFP team.

Transitions

Here are some thoughts from our wellbeing coach, Suzan Issa regarding transitions.

History vs Forecasts

History teaches us no plan ever goes to plan and there are always surprises and unforeseen events. Read here to find out how this plays a part in our approach to financial planning.

Investment Committee Meeting notes 10 June 2024

Check out the latest insights and opinions from the Town Close Committee meeting from 10 June 2024

The Power Of Team For Building Wealth

Jeremy always says that Compounding is the eighth wonder of the world. Here is a short introduction to why starting when you're younger can make every difference.

‍What is Investment Diversification, and Why Should You Care?

This is not about just investing in what you fancy on any given day, diversification of your portfolio is crucial for long term financial stability. Read more here.

An introduction to Trusts

Setting up a Trust is a smart move if you have assets and loved ones but it can sound complicated and leave you asking Where do I start? Start here.

Wills: Your Final Wishes, Your Way

Don't be put off about the idea of making a will, it's a simple document to help your loved ones if something happens to you. Learn more here.

Estate Planning - What are the main things to think about?

Estate planning can seem daunting, boring and even scary but it doesn't have to be. Here's our short introduction to what you need to think about.

Supporting a Grieving Friend or Family Member: A Guide for Navigating the Pain

A compassionate guide to supporting someone through bereavement: listen, offer practical help, avoid clichés, and encourage professional help if needed.

Financial Planning After Loss: Taking Care of Practical Matters

Losing a loved one is devastating, but addressing finances is important. From registering the death to gathering documents and handling probate, the Town Close team can help navigate this difficult process.

What on Earth is Estate Planning (and Why Should You Care?)

Navigating Grief: Understanding the Journey

We all face grief but it's still a unique experience for us all. It's a patient process and we're here to make the financial side of things a bit easier to handle

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