23rd of Feb – Chat to us if you’d like to join! Join us on the 23rd of February for a discussion on entrepreneurship and wellbeing We’ll be delving into the delicate balance between entrepreneurial ambition and personal wellbeing. From managing wealth to creating legacies, this session offers insights to help entrepreneurs thrive holistically both in business and personally. If you’d like to know about future events, please contact us and we can add you to […]
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3 questions – Infinite possibilities.
With every new start comes feelings of hope and new possibilities – a new year, a new city, a new job, a new relationship…we always tend to believe [or hope] that this time will yield a different and more positive outcome. With this, comes the pressure to succeed. So often, it doesn’t which can largely be attributed to our habits which make it difficult to sustain us until we reach our new goals and aspirations. We […]
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Don’t let tax get you down
We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate. The more money we make, the more money the taxman looks to take. Tax can be a serious stumbling block in our financial mindset, especially when we think about all the ways in which we are taxed, where that money goes and how it is ultimately invested into our community, whether […]
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The importance of being intentional
If we don’t stand for something, we will fall for anything. Essentially, our actions will either result from what we choose, or what is chosen for us. Our days are packed full of communication and actions. From the moment we engage with our mobile device or open our emails, messages begin to stream in and affect us. We will either be triggered into action by what we engage with or choose to follow our own intended […]
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Four ways to measure your fortune
We often don’t worry about something until we realise that it’s limited. If we have lots of something, it’s a fortune. If we don’t, it can become a focus of concern and anxiety. Young children generally don’t worry about much if their needs are met. With access to their parents’ love, attention and confidence, children have much of the social affirmation they need. When school starts and they are placed in a room with lots of […]
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The best time to live
“Remember the past, plan for the future, but live for today, because yesterday is gone and tomorrow may never come.” The best time to live is in the present. It’s easy to get lost in a daydream of how life could have been different or how good life used to be. It’s equally easy to succumb to the speculative dreaming of what might happen in the future. Believing in a better future is hope, and being […]
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Catastrophising and how to manage it
Have you ever gone down a rabbit hole on social media? You know, that moment when you see something triggering and you click on it, and then scroll down through the comments, becoming wholly engrossed in a conversation that turns out to be a waste of time and emotional energy. While we’re in that moment, we’re often completely unaware of how it’s affecting us. Catastrophising is a little like that. We can all be affected by […]
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Ask yourself these questions BEFORE switching funds
As financial planning conversations deepen and explore more value, we find ourselves moving from the empirical to the emotional, from processes to perceptions and from products to people. It’s an enlightening journey that takes us away from numbers and allows us to reflect and reconstruct our future planning approach. But, it’s also extremely challenging as we find questions we can’t easily answer; but, that’s still healthier than having answers we can’t question! This point of reflection […]
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To save or not to save
So often we meet clients who tell us that they cannot afford to save because ‘school fees are really expensive’ and ‘looking after family members is derailing their savings goal’….and the list of reasons is endless. If we are really honest, life has changed dramatically in the past year and a bit. Things are not as black and white as they have been, and we cannot continue living as if death and financial insecurity is not […]
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Financial advice in a crisis
The past year was dreadful, to say the least. What has made it even more difficult is that it was collective as the whole world suffered immensely in many ways in the past year. Amy Underwood, a Behavioural Economist, spoke at a recent webinar about trauma and how we, as humans deal with it. She mentioned that, generally, we tend to go through it at different times, allowing us to call on our network of friends […]
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