You Can’t Separate Emotion From Money
19.05.25
A radio station I regularly listen to has a prize where listeners can win significant sums of money simply by texting in and remembering what the cash prize pot is…
Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
You Can’t Separate Emotion From Money
19.05.25
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Are You Using Your Money in a Way That Makes You Happy?
12.05.25
Have you ever gone through that exercise whether verbally with someone else or in your head, where you work out how you would spend a lottery win? My wife and…
It’s Your Retirement, You Don’t Need To Feel Guilty
15.04.25
Retirement is often painted as the golden phase of life, a time to travel, take up hobbies, learn new skills, or tick off the ‘bucket list’. But what happens when…
In Memory Of Stuart Knight (A Salient Lesson)
07.02.25
I was deeply saddened to learn of the passing of fellow Financial Planner, Stuart Knight, this week. His death at just 59 is both shocking and a stark reminder that…
Why You Need to Know Your Lifetime Priorities
12.01.25
When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
What Would the Ghosts of Christmas Show You About Your Life?
16.12.24
In Charles Dickens’ A Christmas Carol the central character, Ebenezer Scrooge was visited by three ghosts on the eve of Christmas: the ghost of Christmas past, the ghost of Christmas…
10 Strategies for a Successful Retirement Transition
26.11.24
As you approach the end of your career you may be struggling with the decision about whether you retire or not. For some people it’s an easy decision; they are…
101 Things To Do In Retirement To Avoid Boredom
11.11.24
A common objection to retirement I often hear is: “I don’t know what I’d do, I just end up being bored”. There is no doubt retirement takes some adjusting to…
Retirement, A Second Adolescence?
04.10.24
Retirement is often thought of as the time to finally kick back, relax, and enjoy life after decades of hard work. It’s portrayed as a golden age, free from the…
20 Low/No Cost Sources of Fulfilment in Retirement
24.06.24
Retirement opens up a world of possibilities, offering the freedom to explore new interests and enjoy life. However, after decades of work, finding fulfilment can be challenging. Fortunately, fulfilment doesn’t…