The Ballad of Golden Means
The Ballad of Golden Means In sooth, a tale of coin oft told, Doth shake the hearts of young and old; For lucre’s siren song entwines The very core of mortal lines. Yet, shall we to this master bow?…
News & Articles
The balance of heart and mind in financial contentment
Navigating the intricate dance of financial planning is not just a cerebral affair; it’s a delicate blend of the analytical mind and the intuitive heart. Money, often viewed through the lens of cold…
Why we may never have ‘enough’
The concept of ‘enough’ remains as elusive as the horizon — always visible yet forever just out of reach. This is particularly true in our relationship with money, a relationship that often mirrors…
Don’t bank on it being the bank…
How to Recognize and Respond to Email Fraud In a world increasingly reliant on digital communication, email fraud has become a pervasive threat, with scammers employing sophisticated tactics to…
Where habits and wealth intersect
Our daily existence is a series of patterns and habits, some as visible as the paths we walk, others as intimate as the thoughts we entertain. Within this daily walk, each choice of habit — whether…
Finding playtime in your planning
When we think of financial planning, things can get serious way too fast — a far cry from the carefree essence of playtime. However, the principle of play, fundamental to the way children learn and…
Rewiring your financial mindset (II)
Socratic Questioning and Guided Imagery In our previous blog, we discussed how cognitive distortions can influence your decision-making, emotions, and, ultimately, your financial well-being. In this…
Rewiring your financial mindset (I)
The Psychology of Financial Planning Have you ever found yourself spiralling down a mental rabbit hole, arriving at a worrying conclusion about your finances without consciously deciding to ponder…
Entertained or educated?
Our lives are saturated with information, so it’s important to scrutinise what we consume, especially when it comes to financial news and our use of social media. The core objective of social media…
Costs, Delays, and Challenges of Estate Administration
The emotional toll of losing a loved one leaves us unprepared for the logistical labyrinth that follows: the administration of their estate. Navigating this complex process can feel like a second…
Finding the truth in a “My Truth” world
The lines between personal beliefs and universal truths often blur, and the role of a financial planner becomes ever more critical. As we wade through the waters of modern finance, it’s easy to be…
Down with debt!
Debt can be overwhelming, often feeling like a never-ending battle against numbers that just won’t budge. It’s not just your bank balance that takes a hit; it’s your mental well-being, too. If you’ve…