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07 Dec The Weekend Starts Here...

Posted at 14:23h in Behaviour, Clients, Financial planning, Goals, Investment, Money values
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The best of what I read, watched and listened to this week....

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26 Oct The Weekend Starts Here...

Posted at 10:39h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Risk
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This week's selection of the best of what I read, watched and listened to. ...

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17 Sep We Don't Need MORE Information, We Need The RIGHT Information

Posted at 14:30h in Clients, Financial planning, Goals
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Without a plan based on where they are now, how do they have any clue how they will get to where they want to be in the future? ...

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10 Jul Making the Transition from Saving to Spending

Posted at 13:00h in Behaviour, Financial planning, Goals, Investment
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Here are six tips to help you to avoid the common mistakes people make and to enjoy your hard earned financial independence....

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01 Jun The Weekend Starts Here...

Posted at 13:11h in Behaviour, Engagement, Family, Financial planning, Goals, Investment, Lifestyle, Money values, Risk
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The perils of living next door to a lottery winner; Wall St convicts; Do you feel lucky?; Having all your eggs in one basket; the value a good planner adds; Helping our clients spend their money; Beware of hot tips from friends; Not all the...

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27 Mar It's not hard to make decisions when you know what your values are

Posted at 14:42h in Goals, Money values
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One of our mantras here at Bloomsbury is ‘It’s not about the money’.  People seem to assume that financial planning IS all about money but the money is just one of the means to get you to where you want to be....

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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.