One of the first things we do with clients is get a picture of where they are. There are 10 key areas we believe are critical to achieving financial independence. In this article I will go through the first five. Have [...]
Financial independence means different things to different people.A broad definition of it is when an individual (or a couple) has amassed enough resources, typically through savings, investments, and passive income streams, to sustain their desired lifestyle.There are typically three phases to achieving [...]
On the way home from rugby training last week, I had an interesting conversation with my 13-year-old. It all stemmed from a simple question. When do you think teleporting will happen? Coming from a science background myself, I would like to [...]
Managing your wealth is about balancing out long-term desires and short-term needs. Cash is not king. Cashflow is king. Over the last few months, I have spoken to several clients where the advice was focused on getting them through the short term [...]
People looking to create wealth often start by digging into the minutia of different investments. This can become a bit of a rabbit hole as an endless amount of information is available on all the different types [...]
Are you tired of living payday to payday? Do you dream of a life where you have the freedom to do more of what you want? If so, you may be ready to embark on the path to financial independence. In this [...]
I recently went camping, where I was off the grid for a few days. Not long enough, but better than nothing.I couldn't help but reflect on how similar camping and investing are.Plan carefully: For starters, both camping and investing require careful planning [...]
Achieving financial independence is easier than most people think, but there are several common mistakes people make. Over the next few articles, I will share some real-life examples that help people address the most common mistakes people make.In my previous article, we [...]
Nearly everyone that comes to me for independent financial advice wants to achieve financial independence. However, everyone defines financial independence differently because everyone wants to live differently. Achieving financial independence is easier than most people think, but there are several common mistakes [...]
