A prospective client I met with recently described her thoughts on her pending retirement; having spent a career working her way to the top, she felt that she was at…
Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
I’ve lost count of the number of times a retired client has said something along the lines of “People said to me, once you are retired, you’ll wonder how you…
The financial services industry is hooked on encouraging you to save for your future. Of course, this is important because there will come a time when you are unable to…
The world is full of fables about the evils of money: Aesop wrote about a dog with stolen meat, which, on seeing its reflection in a stream dropped the meat…
The American Declaration of Independence holds that: …all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and…
Retirement can be bittersweet, a time of freedom that can lack a purpose. A milestone that was once just a concept loomed large on the horizon until the passage of…
The pursuit of wealth and the lifestyle it affords often entices people to work tirelessly, sacrificing personal well-being, relationships, and even job satisfaction in the process. But, will we look…
The 7th of November 1941 was a fateful day. It was the day Japan attacked Pearl Harbour and forced the US into joining World War II, which turned the tide…
As the climate emergency continues, the chasm between the very rich and the very poor widens and the accountability standards we hold global organisations to increase, many of us are…