We’re not here to amass piles of money. For our lives to have meaning, we need to be intentional about relationships that are impactful and life-giving.
How you decide to work with your money is inextricably linked to these relationships. Seeing this connection is not always easy, you need an advocate to support your life values and tie them to your financial goals.
This journey of connection changes with every life transition that we grow through.
It doesn’t matter to us what your profession is, what matters is that you care for something more than just yourself.
The minute you see this, you realize that you have more invested in life and the world around you than can be simply represented in numbers and formulas on a spreadsheet.
The complexity can be overwhelming, but it doesn’t have to be all-consuming. Together we will create the protection and mindset that you need to face your future with strength.
Estate planning, wills and final testaments are not easy processes to navigate. Setting up life cover and considering what will happen to your family when you pass away can be deeply emotional and an experience many would rather avoid. But as technology helps us create farewell videos, family portfolio galleries and digital vaults, it has made the experience a little less technical and considerably more emotionally engaging and fulfilling. However – we often plan for the […]
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 make informed investment decisions. This financially savvy community is almost as popular as the #BTC (bitcoin) and #crypto communities who are […]
We can’t change what happens to us, but we can change how we respond to what happens to us, and within us. Everything ages, but not everything ages well. Some things can wither from the inside out if they do not have a well-developed resilience. Resilience is the ability to bounce back and withstand stressors. It is to have the capacity to recover quickly from difficulties. For us, resilience is something that we need to work […]
How do you decide on the better of two products you are not really familiar with or can’t visually tell the difference? For example – I had to buy a new cellphone charger the other day, and there were two options – one was two-thirds the price of the other, but both were reasonably priced (according to my limited experience of buying chargers!). I went with the more expensive one because the price tag convinced me […]
Anything in life that is truly worth doing – is not easy. It is easy to forget this when we see others doing really well and making the difficult seem like a cinch. We don’t see all the hard work that goes into the background. But in our own areas of expertise, we have had to start from level zero and apply ourselves over time to gain the knowledge and experience akin to being proficient. When […]
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 loss. Sometimes it can be our hundredth crisis, and it can still leave us wondering how we can proceed; perhaps it […]
Following on from the previous blog on considering early retirement, the focus of this conversation sparker is to look at five key things that should be on our to-do list before we make any decisions about our retirement (or any big life decision!). In his article for Glacier, Dinash Pillay, National Business Development Manager at Glacier, said that there is much for you to consider before you hand in your early retirement notice. We know that […]
There’s a rare object known as a tuit. It’s a special gift to keep for yourself, but also has great value for your friends and family. Tuits, especially round ones, will generally have a note or inscription along the following lines: This is a Round Tuit. Guard it with your life! Tuits are hard to come by, especially the round ones. It will help you become a much more efficient worker. For years you’ve heard people […]
For many years we’ve been having better conversations about retirement. It’s no longer a matter of finding a job, staying in it for 40 years, and then retiring for fifteen years under the assumption that the company pension scheme will finance that entire period for us. It simply doesn’t work that way anymore. Finding a job can take considerably longer; the chances of us staying in one position for more than ten years, saving early (and […]
Our concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life—at mid-life and beyond—that is much more fluid and flexible than we previously thought possible. When planning for retirement, we are discovering that the “old rules” have been thrown out and that “no rules” apply. Instead of “not working,” retirement has come to mean emancipation, the freedom to choose the activities and pursuits we find […]
There are few things worse than lying in bed at night, tossing and turning over financial stress. Lack of sleep only adds to our stress and hinders our overall mental, physical and emotional health! Our money choices are linked to our life choices, and our life choices are linked to our money choices. This means that we have to find ways to reduce financial stress if we want to actively and intentionally manage our overall stress […]
If someone is selling something, their primary goal is most often to convince you to buy what they’re selling. If you follow financial accounts on social media, your timeline is likely crowded with people touting the next big winning investment. As we look back on market history, there is an obvious attraction to finding the big winner – the tiny tech stock that turns into the next Amazon or the virtual coin that makes overnight millionaires. […]
Estate planning, wills and final testaments are not easy processes to navigate. Setting up life cover and considering what will happen to your family when you pass away can be deeply emotional and an experience many would rather avoid. But as technology helps us create farewell videos, family portfolio galleries and digital vaults, it has made the experience a little less technical and considerably more emotionally engaging and fulfilling. However – we often plan for the […]
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 make informed investment decisions. This financially savvy community is almost as popular as the #BTC (bitcoin) and #crypto communities who are […]
We can’t change what happens to us, but we can change how we respond to what happens to us, and within us. Everything ages, but not everything ages well. Some things can wither from the inside out if they do not have a well-developed resilience. Resilience is the ability to bounce back and withstand stressors. It is to have the capacity to recover quickly from difficulties. For us, resilience is something that we need to work […]
