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. ...
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?...
The best of what I read, watched and listened to this week...
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....
There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....
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.”...
Money gives us choices. After satisfying our need for food, clothing and shelter, we can choose how we allocate our discretionary expenditure....
Owning your mistakes, inside Warren Buffett's brain, and (another) feisty old man. The best of what caught my eye this week....
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. ...