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26 May What is a safe withdrawal rate?

Posted at 14:33h in Financial planning, Goals, Investment, Lifestyle, Money values, Positivity
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One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...

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07 Jan New Year 2022

Posted at 09:07h in Behaviour, Financial planning, Goals
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It’s that time of year again that inspires us to try to stick to some New Year’s resolutions, whether they be lifestyle, diet, fitness or finance-related...

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17 Jun The Weekend Starts Here.....

Posted at 15:23h in Behaviour, Coronavirus, Financial planning, Goals, Happiness, Investment
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We recently binge-watched ‘Mare of Easttown’.  One of the best things I’ve watched all year, so if you haven’t seen it yet I’d highly recommend it.  I thought it was just me, but no, many others were left with the burning question ‘When, exactly, did...

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06 May The Weekend Starts Here....

Posted at 14:37h in Behaviour, Clients, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to this week....

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06 Apr Taking Your Foot Off The Brake

Posted at 11:41h in Clients, Family, Financial planning, Goals, Happiness, Lifestyle, People
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Central to the work we do with our clients is their lifetime cashflow.  Working collaboratively with them to create the cashflow, this incorporates all known, planned inflows and outflows throughout their lives.  ...

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01 Apr The Weekend Starts Here.....

Posted at 15:35h in Behaviour, Books, Clients, Evidence-based investing, Family, Financial planning, Goals, Happiness, Investment, Money values, Value
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The best of what I read, watched and listened to this week...

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11 Mar The Weekend Starts Here........

Posted at 17:44h in Clients, Coronavirus, Financial planning, Goals, Investment, People, Philosophy, Travel
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The best of what I read, watched and listened to this week....

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15 Oct The Weekend Starts Here....

Posted at 17:32h in Books, Clients, Coronavirus, Family, Financial planning, Goals, Happiness, Lifestyle, Money values, People
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The best of what I read, watched and listened to this week...

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09 Oct The Weekend Starts Here....

Posted at 10:00h in Behaviour, Clients, Coronavirus, Financial planning, Goals, Investment, Money values, People
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The best of what I read, watched and listened to this week...

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14 Aug The Weekend Starts Here....

Posted at 15:51h in Behaviour, Clients, Coronavirus, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to 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.