Resources
The future you want, the money to do it.
Education is a key component of our planning and investment process. Our resources provide you with an easy way to gain a deeper understanding of your finances, find practical advice about financial planning, and stay up to date with the latest market trends, no matter where you are on your financial journey.
Our Video Resources
The Latest From Our Blog
How to Complete a January Financial Review
A financial plan unsupported by proactive reviews will become outdated and unhelpful. Around January each year, many Credent clients hear from their advisory team regarding the previous year’s performance and the coming year’s expectations. This check-in is a chance...
Five Practical Steps to Build an Emergency Fund
In today's unpredictable world, having an emergency fund is not just a financial recommendation — it's a necessity. Unexpected expenses, whether from a medical emergency, sudden unemployment, or urgent home repairs, can create significant financial stress. An...
Top Financial Lessons from 2024: Credent’s Year in Review
Whether you are a long-time client committed to financial freedom or someone new to Credent and ready to take your finances seriously, we’re proud that many of you pursued financial wellness in 2024. We released a handful of articles this year to support you,...