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17 Jun The Weekend Starts Here.....

Posted at 15:23h in Behaviour, Coronavirus, Financial planning, Goals, Happiness, Investment
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We recently binge-watched ‘Mare of Easttown’.  One of the best things I’ve watched all year, so if you haven’t seen it yet I’d highly recommend it.  I thought it was just me, but no, many others were left with the burning question ‘When, exactly, did...

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15 Apr The Weekend Starts Here....

Posted at 14:58h in Behaviour, Coronavirus, Financial planning, Happiness, Investment, Money values
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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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01 Apr The Weekend Starts Here.....

Posted at 15:35h in Behaviour, Books, Clients, Evidence-based investing, Family, Financial planning, Goals, Happiness, Investment, Money values, Value
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The best of what I read, watched and listened to this week...

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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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29 Oct The Weekend Starts Here....

Posted at 17:36h in Behaviour, Coronavirus, Financial planning, Investment, Lifestyle, Money values, People, Risk, Travel
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The best of what I read, watched and listened to this week...

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15 Oct The Weekend Starts Here....

Posted at 17:32h in Books, Clients, Coronavirus, Family, Financial planning, Goals, Happiness, Lifestyle, Money values, People
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The best of what I read, watched and listened to this week...

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01 Apr Maybe Now Is The Right Time?

Posted at 13:43h in Financial planning, Money values
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One thing the current Coronavirus pandemic has given us is more time. Maybe this is a good opportunity to think about what’s REALLY important to us. ...

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01 Nov The Weekend Starts Here...

Posted at 10:00h in Behaviour, Clients, Financial planning, Investment, Money values, Risk
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The best of what I read, watched and listened to this week...

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27 Sep The Weekend Starts Here...

Posted at 13:24h in Behaviour, Books, Clients, Financial planning, Investment, Leadership, 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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