Strategic Legacy Group’s Post

🏡🌾 Embrace Retirement and Leave a Lasting Legacy with Your Business! 🌱💼 Are you preparing to transition into retirement but worried about leaving behind the legacy of your hard-earned business? Fear not, because your investments can do so much more than just generate profits. By directing your funds towards housing and farming projects, you can multiply your impact and contribute to social good! 🤝🏡 Investing in initiatives that focus on providing affordable housing not only helps address a critical need in our society, but it also allows families and individuals to thrive, giving them a place to call home. 🏠 Additionally, sustainable farming projects promote responsible land use, encourage organic practices, and contribute to food security for communities - making a difference for generations to come. 🌾 So, as you transition to retirement, consider redirecting some of your hard-earned business investments towards these worthy causes. By doing so, you'll not only leave a legacy that goes beyond profits but also forge a path of social good for future generations. 🌟 #RetirementPlanning #LeaveALegacy #SocialGood #InvestingForGood #impactinvesting #successionplanning #kingdomimpact #slgwealth

🌎 Happy Earth Day! 🌍 Today is a reminder of the incredible beauty and importance of the planet we call home. We believe in celebrating and protecting the Earth every day, both in our personal lives and in our investment choices. So today, we encourage you to take a moment to connect with nature: 🌿 Head to your favourite local nature walk and breathe in the fresh air. 🌿 Plant some flowers or herbs in your garden or on your balcony. 🌿 Volunteer for a local environmental organisation and give back to the Earth. As you enjoy the beauty of our planet today, remember that you can also make a positive impact through your investments. With our ESG (Environmental, Social, and Governance) investment options, you can align your financial goals with your values and support companies that prioritise sustainability, social responsibility, and ethical business practices. By investing in companies that are working to reduce their carbon footprint, develop clean energy solutions, and promote environmental conservation, you can help create a greener future for generations to come. If you're interested in learning more about how you can invest in the Earth while potentially growing your wealth, reach out to us at Raymond James Hitchin. Our experienced team is here to help you create a personalised investment strategy that reflects your values and supports the planet we all share. Happy Earth Day from the Raymond James, Hitchin Family.  *With investing your capital is at risk. Past performance may not be indicative of future results. #EarthDay #InvestInThePlanet #ESGInvesting #HitchinFinance#RaymondJamesHitchin #WealthManagers #Investments #Hitchin #HitchinBusiness #Hertfordshire #WomenInBusiness #Investors #WomenInvestors #Pensions #ISAs #RetirementPlan #LifeWellPlanned #CapitalAtRisk

I often hear this question: “What really happens when I invest in one of your social housing opportunities?” 🤔 Here’s what you’re stepping into: 🌍 You create lasting social impact by providing safe, stable housing for families and individuals who need it most. 💰 You help reduce the £8 million spent every day by taxpayers on temporary housing in hotels, easing the strain on public resources. 📈 You establish a steady, hands-off income stream with little day-to-day oversight required. These social housing investments aren’t just about returns—they’re about meaningful change. You’re helping improve lives, strengthen communities, and build a future of secure housing for all. Curious about joining this hands-off, impactful investment journey? Send me a message to learn more! 📩 #MeaningfulInvestments #ConsistentIncome #ImpactfulInvesting #BuildingStrongerCommunities

🌟 Hey Lamplighters! 🌱✨ We're thrilled to share a brand-new blog post that dives deep into the heart of financial well-being. 📖💼 It’s time to challenge the norms and embrace a future where our finances serve not just our wallets, but our souls. 🌈💖 Discover the delicate balance between sensible saving and the pursuit of sustainable livelihoods. 🌳💰 It’s about more than just accumulating wealth; it's about creating a life filled with purpose, passion, and peace of mind. 🧘♂️🎨 In a world where product sales often overshadow genuine advice, we stand for something different. Join us as we explore a new paradigm of financial planning—one that values your well-being as much as your bank balance. 🚀🌍 👉 Read the full article here: https://rfr.bz/l9yyime Let’s ignite a conversation about finding harmony between saving for tomorrow and living fully today. Share your thoughts and experiences with us! 🗣️💬 We’re all on this journey together. #SustainableLiving #FinancialWellbeing #LamplightersCommunity

🌱 💧 Make your money work harder and make a difference! Did you know that investing £100k in a green pension can provide 2.9 million litres of clean water in just one year? 💧 🌱 Here at Path Financial, we advocate for investing in a sustainable future for people and the planet. #GreenInvesting #SustainableFuture #EthicalFinance #ImpactInvesting

🌟 Hey Lamplighters! 🌱✨ We're thrilled to share a brand-new blog post that dives deep into the heart of financial well-being. 📖💼 It’s time to challenge the norms and embrace a future where our finances serve not just our wallets, but our souls. 🌈💖 Discover the delicate balance between sensible saving and the pursuit of sustainable livelihoods. 🌳💰 It’s about more than just accumulating wealth; it's about creating a life filled with purpose, passion, and peace of mind. 🧘♂️🎨 In a world where product sales often overshadow genuine advice, we stand for something different. Join us as we explore a new paradigm of financial planning—one that values your well-being as much as your bank balance. 🚀🌍 👉 Read the full article here: https://rfr.bz/ll6oibs Let’s ignite a conversation about finding harmony between saving for tomorrow and living fully today. Share your thoughts and experiences with us! 🗣️💬 We’re all on this journey together. #SustainableLiving #FinancialWellbeing #LamplightersCommunity

🌟 Hey Lamplighters! 🌱✨ We're thrilled to share a brand-new blog post that dives deep into the heart of financial well-being. 📖💼 It’s time to challenge the norms and embrace a future where our finances serve not just our wallets, but our souls. 🌈💖 Discover the delicate balance between sensible saving and the pursuit of sustainable livelihoods. 🌳💰 It’s about more than just accumulating wealth; it's about creating a life filled with purpose, passion, and peace of mind. 🧘♂️🎨 In a world where product sales often overshadow genuine advice, we stand for something different. Join us as we explore a new paradigm of financial planning—one that values your well-being as much as your bank balance. 🚀🌍 👉 Read the full article here: https://rfr.bz/ll6oibs Let’s ignite a conversation about finding harmony between saving for tomorrow and living fully today. Share your thoughts and experiences with us! 🗣️💬 We’re all on this journey together. #SustainableLiving #FinancialWellbeing #LamplightersCommunity

A recent survey from the US, illustrated in the chart below, reveals key areas where wealthy individuals seek guidance from their financial advisors. While the data is US-based, the insights are highly relevant to the Australian context. The advice market in Australia has the mid to high-wealth segment as it's target, due to regulation, hence the value of these insights. Intergenerational Wealth Transfer: Topics such as teaching financial skills to heirs and facilitating discussions about family wealth are crucial. In Australia, where intergenerational wealth transfer is a significant concern, initiating these conversations can help ensure a smooth transition and responsible management of family wealth. Strategic Philanthropy and Social Impact Investing: With a growing interest in philanthropy and social impact investing, Australian advisers can play a pivotal role in guiding clients on how to make meaningful contributions while achieving their financial goals. Business Succession Planning: As many Australian businesses are family-owned, business succession planning is essential. Advisers should proactively engage with clients to develop robust succession plans that secure the future of their businesses. Aged Care Planning: Planning for the financial implications of aged care is a universal concern. Australian advisers can provide valuable support in navigating the complexities of aged care, ensuring clients are well-prepared for the future. Investment Strategies in Changing Environments: The chart highlights the need for guidance on investing in changing interest rates and inflationary environments. Australian advisers can offer tailored strategies to help clients navigate these economic conditions effectively. Actionable Steps for Advisers: Proactively Initiate Conversations: Don’t wait for clients to bring up these topics. Take the initiative to discuss these critical issues during your meetings. Educate and Empower: Provide clients with the knowledge and tools they need to make informed decisions about their wealth and family matters. Leverage Technology: Use digital tools and platforms to enhance your advisory services, making it easier to manage complex family and financial planning needs. By addressing these key areas, Australian financial advisers can better serve their high-net-worth clients, ensuring their financial and family goals are met with confidence and clarity.#FinancialAdvisors #WealthManagement #FamilyWealth #Philanthropy #BusinessSuccession #AgedCare #InvestmentStrategies

Three #privatefoundations are working with Illumen Capital to ensure that every investment they own or deploy serves the purpose of their respective missions in communities. They write, "Institutional investors are uniquely positioned to change the profit-at-any-cost calculus that drives many investment decisions. They can redefine risk, redefine return, and reconsider what profit is in the 21st century." https://lnkd.in/eAyZxs6K

What does Legacy & Wealth mean to you? 1. Material Possessions? 2. Money? 3. Health? 4. Time? 5. 6. 7. In this post, I share my own discovery process which ultimately led me to investing & diversifying in alternative off-farm real estate investments. A big ah-ha moment for me is when I realized having all my eggs in a W2 & 401k basket was probably the most riskiest moves I can make. #agriculture #familyfarm #farmers #legacyplanning #farmraised ------------------------------ Hello, my name is Mike Downey & I'm passionate about helping farmers & ag professionals grow, diversify & transition their family legacies. This led me to creating a Farm Raised Community of like-minded individuals who wish to learn, network, diversify & grow together! If what I do resonates, let's jump on a call or join the community via our website!