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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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18 Jun Universal Basic Income - An Idea Whose Time Has Come?

Posted at 13:37h in Coronavirus, Happiness, People, Philosophy
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The Covid-19 pandemic has shone another bright spotlight on the inequality which exists in our world. If anything positive is to come out of this dreadful virus wouldn’t committing to bridge that gap be a legacy to be proud of?...

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28 Feb The Weekend Starts Here....

Posted at 13:03h in Behaviour, People, Philosophy
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The best of what I read, watched and listened to this week...

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15 Jan What's Actually Most Important To Our Clients?

Posted at 16:49h in Clients, Goals, Money values, People, Value
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We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....

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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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10 Sep A Matter of Choice

Posted at 14:30h in Money values, People, Philosophy
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As Simon Sinek states in ‘Start with Why’, “A company is a culture. A group of people brought together around a common set of values and beliefs.”...

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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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26 Jan The weekend starts here.....

Posted at 15:03h in Behaviour, Financial planning, Investment
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Owning your mistakes, inside Warren Buffett's brain, and (another) feisty old man. The best of what caught my eye this week....

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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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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.