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.
A breath of fresh air, the sun on our faces, bare feet in the sand. Spending time outside can provide many small pleasures, which all leave us feeling revitalised. Whether it’s sipping ice-cold lemonade in our backyard or hiking up a mountain, spending time in nature has numerous benefits beyond the obvious. There have been many studies outlining the positive mental effects of being immersed in nature. For example, the University of Michigan conducted a study […]
One of the early appeals for cryptocurrencies was that they would not be taxed as they are not fiat currencies (yet), in that they are not owned by a country or used for trade inside of geographical tender regulations. However, as these platforms grow and develop, we are seeing that this is most likely not the case. According to several governments, cryptocurrencies, such as Bitcoin, are classified as “intangible assets” – as opposed to, say, property […]
Dualistic thinking assumes a universe where there are only two opposing, mutually incompatible options or realities. This type of thinking is either/or, good/bad, negative/positive, and has a significant impact on our beliefs and behaviours. Our development is stymied by dualistic thinking. The sooner we can break free from this either/or mindset, the sooner we can nurture greater success in the workplace and in our personal lives. This either/or mentality contributes to our fears and concerns by […]
Life is uncharted. Maps can only be made from where we’ve been – not where we have yet to go. The only certainty is uncertainty, and we can experience potentially life-altering choices on a daily basis. Each nebulous choice we make brings with it a unique flood of thoughts and emotions. Yet, we generally adapt well, over time, to life-changing situations. This is, in part, thanks to resilience. Psychologists define resilience as the process of adapting […]
One long-held belief is that lemmings purposefully run off cliffs in their millions. This myth has become a metaphor for the behaviour of crowds of individuals who follow each other blindly, regardless of the consequences. Herd instincts are prevalent in all parts of life, including the financial industry when investors follow what they feel other investors are doing rather than conducting their own research. A herd instinct is a type of behaviour in which people react […]
There’s a story that was told many years ago (it may or may not be true…) about a Microsoft call-centre agent and their call with a deeply irate customer. Having recently purchased a computer that came pre-installed with Windows, the customer called to find out why his computer would not respond. It goes a little like this: Call-center Agent (CCA): Thank you for verifying your purchase; how can we help you today? Customer (C): My computer […]
“But we didn’t need it, and we turned out fine.” We hear this line more than we should. From tap water to technology, from diets to devices, from gender identification to genetic modification, from schooling to selecting a coach or advisor, our peers and mentors can often throw this line in our face – but we didn’t need it, and we turned out fine. It can leave our sails windless and stall our engines before we’ve […]
The simple answer is: Yes, we all are! In a recent blog, we looked at five financial trip-wires and glanced over the term ‘mental accounting.’ Introduced in 1999, it’s a concept that refers to the different values we place on money. These values are often based on subjective criteria; sometimes, this subjectivity benefits us, and sometimes it doesn’t! Mental accounting enables us to create emotional connections with our financial plan. When we consider investment strategies or […]
Epictetus, the Greek Stoic philosopher, was the first to say it. “We have two ears and one mouth so that we can listen twice as much as we speak.” But listening is not always about what we hear; it’s what we can begin to intuit. When it comes to our feelings, we have to learn to become more intuitive and listen to what our emotions are trying to tell us. Our mental health is increasingly under […]
“It’s not in the way that you hold me It’s not in the way you say you care It’s not in the way you’ve been treating my friends It’s not in the way that you stayed till the end It’s not in the way you look or the things that you say that you’ll do Hold the line Love isn’t always on time.” If you have the tune of Toto’s yacht-rock hit from 1978, Hold the […]
From the stoics to the sentimentalists, most have one question in common: What is the meaning of it all? Searching for purpose and meaning helps us come up with a reason for living. As Aristotle always said, our ability to reason is what makes us different to other animals. This sits at the core of Ikigai, the Japanese concept that speaks to our lives’ direction, purpose, and meaning. Quite literally, iki means “to live”, and gai […]
It’s nearly impossible to make it through an entire week without glancing at a blog, social media post or newsletter that reminds us about the pervasive and perpetual change in our lives. Hopefully, this blog won’t be one of those to add to the list. Instead, it will help us to identify the benefits of the challenges that we face. Change can be sparked in so many ways, some of them are by our personal choice, […]
A breath of fresh air, the sun on our faces, bare feet in the sand. Spending time outside can provide many small pleasures, which all leave us feeling revitalised. Whether it’s sipping ice-cold lemonade in our backyard or hiking up a mountain, spending time in nature has numerous benefits beyond the obvious. There have been many studies outlining the positive mental effects of being immersed in nature. For example, the University of Michigan conducted a study […]
One of the early appeals for cryptocurrencies was that they would not be taxed as they are not fiat currencies (yet), in that they are not owned by a country or used for trade inside of geographical tender regulations. However, as these platforms grow and develop, we are seeing that this is most likely not the case. According to several governments, cryptocurrencies, such as Bitcoin, are classified as “intangible assets” – as opposed to, say, property […]
Dualistic thinking assumes a universe where there are only two opposing, mutually incompatible options or realities. This type of thinking is either/or, good/bad, negative/positive, and has a significant impact on our beliefs and behaviours. Our development is stymied by dualistic thinking. The sooner we can break free from this either/or mindset, the sooner we can nurture greater success in the workplace and in our personal lives. This either/or mentality contributes to our fears and concerns by […]
