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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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24 Jan The Weekend Starts Here....

Posted at 12:14h in Behaviour, Clients, Financial planning, Investment, Lifestyle
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The best of what I read, watched and listened to this week...

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22 Nov The Weekend Starts Here....

Posted at 10:00h 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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20 Sep The Weekend Starts Here...

Posted at 12:00h in Behaviour, 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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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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30 Aug The Weekend Starts Here...

Posted at 10:15h in Clients, Estate Planning, Investment, Money values
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The best of what i read, watched and listened to this week...

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07 Aug The Money Value of Time

Posted at 12:22h in Lifestyle, Value
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You can’t manage time.  You can’t order it to stop, or go slower, or speed up.  What you can do is use your time more effectively....

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04 Jul The Weekend Starts Here....

Posted at 12:38h in Behaviour, Business, Investment, Lifestyle, Money values
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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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31 May The Weekend Starts here...

Posted at 11:16h in Behaviour, Clients, Investment, Lifestyle, Money values
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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.