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

How to nurture financially savvy kids
In 1988, financial planner and best-selling author Venita Van Caspel wrote in her bestselling book Financial Dynamics for the 1990s: “Our educational system continues to send forth our young with so little information about financial matters that they are like time bombs about to destroy their own and their families’ economic futures.  We equip them to earn good incomes and to live the good life, but we fail miserably as a nation to prepare them to […]
How does the stock market work?
The fastest way to lose half of your money is not a stock market crash but a divorce, separation or a poor business decision (so it’s a good idea to make sure you’re on the same page with your partner when it comes to joint finances.) Many have felt disheartened by the stock market in recent times, especially with the historic GameStop trading fiasco. It’s easy to feel confused and assume the market is rigged against […]
When the opposite is true
There is a thin veneer over everything. When we are distracted by news streams, overwhelmed by direct messaging and tired from keeping up with the Joneses, it’s easy to create a veneer that allows us to store and process more information without having to delve deeper into what’s actually going on beneath the surface. It’s here that paradoxes are formed, and we can miss out on value when we aren’t able to dig deeper and find […]
Is anchoring holding you back?
One of the challenges of financial planning is its complexity. Not only is it mathematically layered, but it’s also fraught with bias and emotional influence. For most of us, we only scratch the surface of about seven areas of financial planning and allow experts to make recommendations and decisions that will hopefully create a better financial position for us in the future. When it comes to investing (just one area in about seven), there are loads […]
The miracle of Meraki
In every culture and creed, there are traditions and philosophies about how to experience the best that life has in store for us, whilst overcoming trials and tragedies. From mindfulness to healthy eating, from exercise to stress management – we are often reminded that what we put in is what we get out. Somewhere, in all of these pragmatic approaches, we can lose sight of the meaning of what we’re putting in, and become focused on […]
Sandwich generation
The sandwich generation refers to working-age individuals who are in the precarious position of looking after their growing children and caring for elderly parents.  They are effectively “sandwiched” between the responsibilities of caring for their children, who require financial, physical, and emotional support, and caring for their ageing parents, who may be unwell, incapable of performing certain activities, or in need of financial assistance. Increasing lifespans and having children at an older age have contributed to […]
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 […]
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 […]
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 […]
Things don’t get easier – we become more resilient
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 […]
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 […]
I’m not sure I want to know
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 […]
1 2 4

How to nurture financially savvy kids
In 1988, financial planner and best-selling author Venita Van Caspel wrote in her bestselling book Financial Dynamics for the 1990s: “Our educational system continues to send forth our young with so little information about financial matters that they are like time bombs about to destroy their own and their families’ economic futures.  We equip them to earn good incomes and to live the good life, but we fail miserably as a nation to prepare them to […]
How does the stock market work?
The fastest way to lose half of your money is not a stock market crash but a divorce, separation or a poor business decision (so it’s a good idea to make sure you’re on the same page with your partner when it comes to joint finances.) Many have felt disheartened by the stock market in recent times, especially with the historic GameStop trading fiasco. It’s easy to feel confused and assume the market is rigged against […]
When the opposite is true
There is a thin veneer over everything. When we are distracted by news streams, overwhelmed by direct messaging and tired from keeping up with the Joneses, it’s easy to create a veneer that allows us to store and process more information without having to delve deeper into what’s actually going on beneath the surface. It’s here that paradoxes are formed, and we can miss out on value when we aren’t able to dig deeper and find […]
1 2 15

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