Live your life well
A few weeks ago I was given a blunt reminder on how important it is to make the most of your life and prioritise your health.At the end of February I lost a good friend who was taken way too soon.It only [...]
Don’t just set your goals. Be your goals.
Happy New Year! Last year was good, but here’s to hoping this year will be the best one yet. While 2024 was a good year, it could have been better. By the end of the year, I felt burnt out. My [...]
The three benefits of having clear financial goals
I met with new clients recently, and they said we didn’t need to go through the goals part because they just wanted to “make the most of their money”. That’s great, but having goals is a good way to focus attention on [...]
Are you doing everything needed to create financial independence?
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 – all it takes is a plan
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 [...]
A financial plan is about more than just money
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 [...]
Growing your wealth is like losing weight
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 [...]
Find your own path to financial independence
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 [...]
Is fear holding you back?
This week I have had three separate conversations where people know what they should be doing, but something inside them is holding them back. This is not uncommon, nor unexpected given we have been taught not to talk about money.This article outlines [...]