Can the Enneagram help you with your money habits?
If you’re not familiar, the Enneagram is a personality typing tool that focuses on why we do what we do. It is a model of nine...
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Dec 5, 20222 min read
Holiday-proof your financial plan
Holidays should be a time of restoration and relaxation. But for savvy investors, who are seldom able to switch off or turn down the...
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Nov 28, 20222 min read
Can you control it?
We permanently activate our fight-flight-freeze-appease response when constantly performing at our peak. This acute stress response...
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Nov 21, 20222 min read
When the conversation goes south…
Despite our best-laid plans and most honourable intentions, conversations about money can go south quickly! There’s never going to be a...
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Nov 21, 20222 min read
Helping your parents with their financial independence
In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our...
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Nov 14, 20222 min read
Helping your kids with their financial independence
We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and...
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Nov 7, 20222 min read
How to talk about money
“I love talking about money with my family!” said no one ever. Most of us will agree that there is more to life than money, but...
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Nov 7, 20222 min read
Are old investment truths still relevant?
In a recent podcast on the Allan Gray Podcast with Dan Brocklemank, head of Orbis UK, he reflected on how humans are NOT designed to be...
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Oct 31, 20222 min read
Life after work
We spend months or years preparing for many significant life events. The first for many of us was the build-up to going to ‘big school’....
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Oct 24, 20222 min read
Living to 100…
So many things have changed in the last four decades, and yet so much has stayed the same. Financial planning has become an entire...
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