DocuSign enables our financial advisers to continue to act on their client’s wishes. Around six months ago we started integrating e-signature capability into our processes here at Clear Financial. … [Read more...]
How to make – and keep – New Year’s Resolutions
Do you make new year’s resolutions? Do you keep them? By the end of January have you already forgotten what they were? Performance coach Damian Shields shares some tips on setting goals that should … [Read more...]
Financial tip – How to plan for the inevitable
Making sure those left behind will be able to access deposits or policy benefits in the event of your death This is not something we want to think about but taking some simple steps now could make … [Read more...]
Financial Tip – Make your fantasy football trip a reality
Even though there have been some great games and a few upsets, you have to admit that the soccer world cup is not half as exciting without Ireland in it. Hopefully the boys in green will qualify next … [Read more...]