Recently, I spent time with a friend, and our conversation ranged from success to happiness, eventually landing on his book, The Financial Wellbeing Book, published nearly a decade ago. His journey and approach to financial wellbeing are so profound that I struggle to articulate them as well as he can. His ideas have not only influenced […]
Financial Wellbeing: How Much Is Enough? Read More »
In my last blog, I shared my lightbulb moment—an insight that shifted my perspective. Today, I want to share something deeply personal about how the challenges of the last few months have changed and shaped me. One of the biggest changes has been in my approach to listening. Facing the Unknown The firm I had
The Power of Listening in Financial Planning Read More »
A Tangible Insight When we buy a car, we have something tangible—something we can touch, see, and feel. For many of us, our work isn’t about producing physical objects. Instead, it’s about delivering value through solutions to problems—an inherently intangible offering that can be difficult to articulate. How do we communicate the value of what
Lightbulb Moment: The True Value of Financial Advice Read More »
In our last blog, we explored where financial planning can make a meaningful difference in your life. On my bookshelf, you will find books on history, economics, financial well-being, and behavioural investing—reminders of the vast amount of information and data we can draw on to plan a good strategy. But here is a lightbulb moment:
How Important Is the Investment Strategy in Financial Plans? Read More »
