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18 Sep The Best Thing Money Can Buy Is Financial Freedom*

Posted at 11:00h in Financial planning, Goals, Lifestyle, Money values, Value
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Something weird happened last week. My husband, Eddie, commented on the situation regarding our mortgage. ...

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13 Sep The Weekend Starts Here...

Posted at 12:36h in Behaviour, Clients, Financial planning, Goals, Investment, Money values, Risk
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Image by Angelina Ho. from Pixabay Why are so few fund managers women? Maybe it’s because “We are liable to mistake confidence for competence. “  [Joe Wiggins 3 min read] “Most of the stuff we argue about usually have many truths – several “right” answers depending on the...

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26 Jul The Weekend Starts Here....

Posted at 10:58h in Behaviour, Books, Clients, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The best of what I read, watched and listened to this week...

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12 Jun Sudden Wealth - How To Deal With A Life Changing Amount Of Money

Posted at 10:25h in Behaviour, Family, Financial planning, Goals, Investment, Lifestyle, Money values
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Whether by a lottery or football pools windfall, an inheritance or the sale of an asset such as a business, sudden wealth can be hard to come to terms with. ...

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21 May The Human Touch

Posted at 13:57h in Financial planning, Goals, Investment
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As another loss-making robo-adviser decides to shut up shop, what might the future financial planning and investment landscape look like? ...

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22 Mar The Weekend Starts Here....

Posted at 10:27h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Money values
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The best of what I read, watched and listened to this week...

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01 Mar The Weekend Starts Here...

Posted at 10:51h in Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The best of what I read, watched and listened to this week...

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08 Feb The Weekend Starts Here...

Posted at 13:40h in Behaviour, 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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25 Jan The Weekend Starts Here...

Posted at 11:58h in Behaviour, Business, Clients, Engagement, Financial planning, Goals, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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15 Jan What's Actually Most Important To Our Clients?

Posted at 16:49h in Clients, Goals, Money values, People, Value
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We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....

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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.