Travel

Before you explore the world, let’s explore how you’re going to pay for it.

Make tough choices

Don’t let anyone tell you that you can’t do it all! You might just need a priority list. Start ranking your destinations – by stage of life (high tea at the Ritz in your 70s vs paragliding in Rio in your 20s), by must do vs nice to do, and budget. This should help you set some real goals to work towards.

Easy access

Wherever you are in the world, you need access to your money – without exorbitant fees. We can help set that up for you.

Start saving

If you haven’t already, it’s time to start saving. No matter whether you are planning a trip or saving for a home deposit – you need to know you have enough money to do what you want to do.

Let’s set some savings goals and plan a budget so you can get on your way sooner.

It’s often a good idea to keep your savings money separate by setting up an automatic payment into a separate savings account away from your everyday transaction account.

Get a good travel insurance deal

Be prepared: this is the motto of all good travellers. It means more than packing Band-Aids and travel sickness medications. Not only do you need comprehensive travel insurance, you need to make sure all of your insurances are up to date and adequate before you start your adventure.

Plan my Will

We all need to plan for the inevitable and put our final wishes in writing. Sooner rather than later.

Anything can happen, at home or abroad, so we recommend that you take the time to put your estate in order, you don’t want to leave this to chance.