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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 towards an end goal of ‘having enough’ and being financially independent. But this is not where financial planning ends; it’s just the toe-dipping beginning as we gain courage and confidence […]

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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 businesses. In the wake of a radical economic downturn, our creativity and necessity to generate an income spark new business ideas. The entrepreneurial spirit begins to take centre stage […]

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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 tweet trading ideas, active trades, personal portfolios and well thought out insights about financial securities. Millions of investors around the world are increasingly using Twitter to stay abreast of the financial market and […]

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Déjà vu?

When we experience our first crisis, we think our world is about to end. It could have been our first unrequited love when we were 12, a rejection letter from an application when we were barely out of our teens, bad news from the doctor or an accident that leaves us dealing with a deep […]

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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 emotional influence. For most of us, we only scratch the surface of about seven areas of financial planning and allow experts to make recommendations and decisions that will hopefully create a better […]

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