Mindset, stress, and emotions
HOW THEY INFLUENCE YOUR FINANCIAL PLANNING Money may be a tool, but how we use that tool is often driven by emotions, beliefs, and life experiences far more than logic and spreadsheets. Why do some…
News & Articles
Personal values and goals
HOW THEY INFLUENCE YOUR FINANCIAL PLANNING What would your financial life look like if it truly reflected your values? It’s a question worth asking because, when it comes down to it, money is just a…
The value in procrastination
Procrastination gets a bad rap. It’s often labelled as laziness, lack of discipline, or avoidance. But what if there’s more to it? What if procrastination isn’t just resistance, but information?…
The law of diminishing returns
We live in a world where more is often seen as better: more money, more investments, more security, more financial strategies. But what if there comes a point where adding more doesn’t necessarily…
Money, Ego, and the Illusion of Security
The purpose of ego is security. The nature of ego is insecurity. The destiny of ego is surrender. (Credit: @findingawareness on Instagram) It’s an interesting paradox, isn’t it? The very thing we…
Choosing a trusted partnership
At first glance, it seems obvious why someone would seek out a financial adviser or planner; to make smarter money decisions! But if that were the only reason, personal finance books and online…
The holistic approach to life cover
When it comes to life insurance, one of the most common questions people ask is: How much cover do I actually need? While the typical rule of thumb suggests between 10 to 15 times your annual salary,…
Is it time for a lifestyle audit?
Also referred to as an “economic reality check,”, lifestyle audits are not just for the rich and famous, and not just useful to the tax collector! Have you ever looked at your bank statement and…
Are you being reasonable?
If money decisions were purely mathematical, personal finance would be easy. Spend less than you earn, invest in low-cost index funds, and let compound interest do its thing. But as anyone who’s ever…
Predictions, Plans, and the Power of Perspective
If history has taught us anything, it’s that predicting the future—especially when it comes to markets—is an exercise in futility. Every year, analysts, economists, and investment strategists make…
It isn’t just about knowledge
It’s a tempting idea, isn’t it? The thought of managing your own finances, crafting your own investment strategy, and making the “right” moves with your money—all without the need for professional…
The cost of trust
Financial advice is about more than just investments and returns—it’s about trust. And one of the most important, yet often overlooked, aspects of that trust is how you pay for your financial advice.…