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01 Jul Eight Lessons I'm Still Learning

Posted at 13:10h in Behaviour, Books, Business, Clients, Education, Engagement, Joy, Leadership, Philosophy
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One of the most interesting things about life is that, with a sufficiently open mind, no matter how long you live, you never stop learning...

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19 Jun The Weekend Starts Here...

Posted at 13:47h in Behaviour, Clients, Coronavirus, Education, Family, Financial planning, Goals, Happiness, Investment
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The best of what I read, watched and listened to this week...

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24 Apr One Month. Unplugged.

Posted at 14:26h in Business, Education, Lifestyle
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When I set off for Australia towards the end of last month, I planned to blog during my trip as I knew there was going to be a lot that I would be inspired to write about. Well, I got that last part right,...

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13 Nov The Disadvantages of Advantages

Posted at 10:40h in Clients, Education, Estate Planning, Family, Money values
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There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....

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27 Apr The weekend starts here...

Posted at 13:41h in Behaviour, Clients, Education, Investment, Lifestyle
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Fast decision making; the good, bad and ugly of owning stock in the company you work for; living your dream is not always what it's cracked up to be; the importance of being a patient investor; and a long-term one; managing luck; the price of...

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13 Apr The weekend starts here....

Posted at 15:32h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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The importance of effective communication; can money buy you happiness; beware the soothsayers; just because you can stop working doesn't mean you have to; the main reason for rebalancing your portfolio, and listening to rhubarb grow. These are the best of what caught my...

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02 Mar The weekend starts here.....

Posted at 14:37h in Behaviour, Education, Financial planning, Investment, Lifestyle, Philosophy, Risk
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Overlooking the obvious; Good Dogs; taking the time to think; how planners add value; the rich really are different. The best of what caught my eye this week....

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16 Feb The weekend starts here.......

Posted at 14:18h in Behaviour, Books, Business, Clients, Education, Engagement, Financial planning, Goals, Investment, Money values
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I can honestly say I never struggle to find pieces to include in this weekly post, but this week there was an embarrassment of riches...

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02 Feb The weekend starts here...

Posted at 14:28h in Behaviour, Business, Education, Estate Planning, Financial planning, Leadership, Management, Money values
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Ways to be smarter; accepting the crazies out there; the meaning of true wealth, and how to avoid losing it all; and how to react to rising markets. Snippets from around the web which caught my eye this week....

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30 Jan When should you engage a financial planner? Before it’s too late!

Posted at 14:30h in Clients, Education, Financial planning
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People tend to first make contact with us due to a significant life event. Sadly, by the time someone seeks our help it can sometimes be too late....

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.