A JOURNEY OF CONNECTION

The things we value most in life are not money-filled… they’re meaning-full.

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.

PROTECTING YOUR FAMILY

“You have power over your mind - not outside events. Realize this, and you will find strength.” - Marcus Aurelius

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.

ARE YOU READY TO TAKE THE NEXT STEP?

“Whatever can happen at any time, can happen today.” - Seneca

Please feel free to call, email or book below and set up a complimentary introduction meeting. We will enjoy about an hour together (phone, video, or in-person) where you can discuss what’s on your mind and learn more about us and how we may be able to help you.

You get the opportunity to determine if we are the right people for you. At the end of the meeting, if we all agree that there is a good fit, we will move forward.

Ultimately, you are our client, not your money. We don’t receive commissions for selling financial products or any other inducement from third parties. We earn our compensation through an agreement based on the value provided to you and paid by you on a fixed fee or percentage-of-assets basis.

We feel this eliminates any conflicts-of-interest that are traditionally present in financial planning relationships and allows us to place you and your financial life goals, not your money, at the center of our relationship.

LOOK WHO’S TALKING

“A good reputation is more valuable than money.” - Publilius Syrus

I have a great network of clients on LinkedIn. I would love to connect with you too and engage with you inside of a my larger professional community.

“Speech is a mirror of the soul: as a man speaks, so is he.” - Publilius Syrus

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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 […]
Crypto can be taxing
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 […]
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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 […]
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Don’t be a lemming
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 […]
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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 […]
How to do it in the 4IR
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Are you money-mental?
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 […]
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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, […]
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The nourishment of nature
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 […]
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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
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 […]
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