Don’t bank on it being the bank…
How to Recognize and Respond to Email Fraud In a world increasingly reliant on digital communication, email fraud has become a pervasive threat, with scammers employing sophisticated tactics to…
News & Articles
Where habits and wealth intersect
Our daily existence is a series of patterns and habits, some as visible as the paths we walk, others as intimate as the thoughts we entertain. Within this daily walk, each choice of habit — whether…
Finding playtime in your planning
When we think of financial planning, things can get serious way too fast — a far cry from the carefree essence of playtime. However, the principle of play, fundamental to the way children learn and…
Rewiring your financial mindset (II)
Socratic Questioning and Guided Imagery In our previous blog, we discussed how cognitive distortions can influence your decision-making, emotions, and, ultimately, your financial well-being. In this…
Rewiring your financial mindset (I)
The Psychology of Financial Planning Have you ever found yourself spiralling down a mental rabbit hole, arriving at a worrying conclusion about your finances without consciously deciding to ponder…
Entertained or educated?
Our lives are saturated with information, so it’s important to scrutinise what we consume, especially when it comes to financial news and our use of social media. The core objective of social media…
Costs, Delays, and Challenges of Estate Administration
The emotional toll of losing a loved one leaves us unprepared for the logistical labyrinth that follows: the administration of their estate. Navigating this complex process can feel like a second…
Finding the truth in a “My Truth” world
The lines between personal beliefs and universal truths often blur, and the role of a financial planner becomes ever more critical. As we wade through the waters of modern finance, it’s easy to be…
Down with debt!
Debt can be overwhelming, often feeling like a never-ending battle against numbers that just won’t budge. It’s not just your bank balance that takes a hit; it’s your mental well-being, too. If you’ve…
Time to think about money – Part 3
Trust is a crucial component of any successful financial relationship. Trust plays a huge role in making things work, whether it’s with your spouse, financial advisor, or business partner. And one…
The significance of money scripts
It’s fascinating to see how the world of financial planning is evolving. Today, more than ever, there’s a growing acknowledgement of the role psychology plays in our financial lives. A prominent…
Creating a new financial narrative
In a few recent blogs, we’ve considered our money stories and how we can not only route out false narratives but work towards creating new financial stories. After exploring the emotional aspects of…