30 Jan When should you engage a financial planner? Before it’s too late!
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....
26 Jan The weekend starts here.....
Owning your mistakes, inside Warren Buffett's brain, and (another) feisty old man. The best of what caught my eye this week....
19 Jan The weekend starts here.....
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...
02 Jan Forget New Year Resolutions - think about your money values instead
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...
26 Dec The Power of a Process
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...
27 Nov How can working with a financial planner add value? Freeing up time.
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. ...
20 Nov How can working with a financial planner add value? Getting Things Done
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. ...
16 Oct How to stop worrying about your financial future - Part 1: How to create your financial plan
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....
13 Oct The weekend starts here - interesting snippets from around the web
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....
25 Sep Wealth & Financial Planning for women - collaboration not condescension
Désolé monsieur, but women tend to live longer than men...