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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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26 Jan The weekend starts here.....

Posted at 15:03h in Behaviour, Financial planning, Investment
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Owning your mistakes, inside Warren Buffett's brain, and (another) feisty old man. The best of what caught my eye this week....

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19 Jan The weekend starts here.....

Posted at 14:30h in Behaviour, Financial planning
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Using money to buy happiness, the thrill of uncertainty, and the dolphin who trained her humans. Some of what caught my eye on the web this week...

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02 Jan Forget New Year Resolutions - think about your money values instead

Posted at 11:10h in Financial planning, Money values
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Another new year, another fresh start. Rather than making the same old new year's resolutions this year, try thinking about your money values instead...

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26 Dec The Power of a Process

Posted at 10:47h in Behaviour, Education, Financial planning, Investment
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If investors have a disciplined and robust investment process, backed up by a financial plan which informs their investment strategy, so that they understand exactly WHY they own the investments they own, and the purpose their portfolio serves in helping them to achieve their goals...

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27 Nov How can working with a financial planner add value? Freeing up time.

Posted at 15:01h in Financial planning, Lifestyle, People, Productivity
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The extent to which people will put up with something which negatively affects them before they will take action is amazing. Working with a financial planner can free up time you may not have. ...

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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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16 Oct How to stop worrying about your financial future - Part 1: How to create your financial plan

Posted at 08:34h in Financial planning, Goals
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Not everyone needs a financial planner, but everyone needs a financial plan. Learn how to create your own and take the first step to financial success....

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13 Oct The weekend starts here - interesting snippets from around the web

Posted at 15:54h in Behaviour, Financial planning, Goals, Investment, Lifestyle, People
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A Library of Mistakes, realising the difference between good advice and effective advice, Nobel Prize winners and How to care for your Introvert, these all caught my eye this week....

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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.