The best place to invest
Somehow, despite all the messages to be kinder to ourselves, we have this predisposition to put ourselves down. Along the line, the early...
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Oct 11, 20213 min read
Levels of financial dependence
At the very surface level of constructing a financial plan, the journey can feel linear. We begin with what we have and plan to move...
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Sep 27, 20212 min read
Charge what you’re worth
“How much should I be charging my clients?” This is a common question as we work with an increasing number of people setting up their own...
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Sep 20, 20213 min read
Six areas of financial planning
Have you ever gone down the #Fintwit rabbit hole? According to fintwit.ai, #Fintwit is a vibrant community of investors on Twitter, who...
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Sep 13, 20212 min read
The higher the fee, the better the value?
How do you decide on the better of two products you are not really familiar with or can’t visually tell the difference? For example – I...
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Aug 23, 20213 min read
A round tuit – and a bit about dread disease cover
There’s a rare object known as a tuit. It’s a special gift to keep for yourself, but also has great value for your friends and family....
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Aug 16, 20212 min read
Have you been offered early retirement? (Part 1)
For many years we’ve been having better conversations about retirement. It’s no longer a matter of finding a job, staying in it for 40...
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Jul 26, 20212 min read
A powerful mental trick to master the markets
If someone is selling something, their primary goal is most often to convince you to buy what they’re selling. If you follow financial...
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Jul 19, 20214 min read
How does the stock market work?
The fastest way to lose half of your money is not a stock market crash but a divorce, separation or a poor business decision (so it’s a...
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Jul 12, 20212 min read
Is anchoring holding you back?
One of the challenges of financial planning is its complexity. Not only is it mathematically layered, but it’s also fraught with bias and...
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Jun 21, 20212 min read
Crypto can be taxing
One of the early appeals for cryptocurrencies was that they would not be taxed as they are not fiat currencies (yet), in that they are...
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