If you’re not familiar, the Enneagram is a personality typing tool that focuses on why we do what we do. It is a model of nine interconnected personality types – […]
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Holiday-proof your financial plan
Holidays should be a time of restoration and relaxation. But for savvy investors, who are seldom able to switch off or turn down the volume on their analytical brain activity, […]
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Can you control it?
We permanently activate our fight-flight-freeze-appease response when constantly performing at our peak. This acute stress response activates our sympathetic nervous system and keeps us unhealthy or from experiencing deeper joy […]
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When the conversation goes south…
Despite our best-laid plans and most honorable intentions, conversations about money can go south quickly! There’s never going to be a perfect time to talk about money dreads or financial […]
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Helping your parents with their financial independence
In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our profession are starting to frame it. But […]
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Helping your kids with their financial independence
We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and expectations are slowly starting to shift in a powerful […]
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How to talk about money
“I love talking about money with my family!” said no one ever. Most of us will agree that there is more to life than money, but regardless, it’s very important […]
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Are old investment truths still relevant?
In a recent podcast on the Allan Gray Podcast with Dan Brocklemank, head of Orbis UK, he reflected on how humans are NOT designed to be good investors. Our natural […]
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Life after work
We spend months or years preparing for many significant life events. The first for many of us was the build-up to going to ‘big school’. Our three-, four- and five-year-old […]
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Living to 100…
So many things have changed in the last four decades, and yet so much has stayed the same. Financial planning has become an entire profession and is no longer just […]
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