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12 Dec We're Not Just Here For The Good Times

Posted at 10:33h in Clients, Family, Financial planning, People, Value
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I’ve been privileged to share so many good times with clients over the last 30 years, but it’s the bad times which have been seared into my memory. ...

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13 Nov The Disadvantages of Advantages

Posted at 10:40h in Clients, Education, Estate Planning, Family, Money values
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There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....

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09 Nov The Weekend Starts Here....

Posted at 11:51h in Behaviour, Financial planning, Investment, People, Risk
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The best of what I read, watched and listened to this week...

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02 Nov The Weekend Starts Here...

Posted at 11:00h in Behaviour, Books, Estate Planning, Family, Investment, Risk
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This week's selection of the best of what I read, watched and listened to...

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14 Aug The Money Value of Time

Posted at 12:53h in Family, Lifestyle, Money values
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Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....

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21 Feb What are you doing to protect your heirs?

Posted at 18:36h in Estate Planning, Family, Financial planning, Goals, Money values
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Handling the transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects. ...

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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.