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09 Sep The end of an era

Posted at 11:01h in People
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The end of an era...

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20 May The Weekend Starts Here.....

Posted at 16:17h in Business, Clients, Coronavirus, Evidence-based investing, Investment, People
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The best of what I read, watched and listened to this week...

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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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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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11 Dec The Weekend Starts Here...

Posted at 10:30h in Clients, Coronavirus, Evidence-based investing, Investment, People
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The best of what I read, watched and listened to this week...

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10 Dec FIRE: A Few Things I've Learned Along The Way

Posted at 16:50h in Behaviour, Clients, Happiness, People
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Having seen so many people ‘cross the divide,’ I’m familiar with the issues that have cropped up and how stopping work has affected people, both positively and negatively....

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03 Dec The Weekend Starts Here...

Posted at 17:35h in Behaviour, Investment, Joy, Money values, People
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The best of what I read, watched and listened to this week...

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03 Dec The Move From Active Funds to Passive - Dreams Are Made of This

Posted at 15:29h in Behaviour, Investment, Joy, People
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If I had to put my finger on an event which caused that turning of the tide into a small-scale tsunami, it would be the demise of the media’s darling...

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05 Nov The Weekend Starts Here...

Posted at 17:44h in Family, Financial planning, Happiness, Investment, Lifestyle, People
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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.