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 isn’t necessarily to make you a more informed member of society. Instead, it’s driven by the motive to capture your attention, to […]
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 swayed by popular opinion or individualised perceptions of reality.� But what’s vital is ensuring that our decisions are made based on […]
Time to think about money – Part 4
You know how sometimes we tend to procrastinate when it comes to our finances? Yeah, we’ve all been there. Procrastination can be a major roadblock to achieving our financial goals. But did you know that Nancy Kline’s Time to Think methodology can help us overcome that? It’s all about creating a thinking environment that encourages […]
More than just checking the boxes
The Real Purpose Behind Financial Planning When we talk about financial planning, what springs to mind? For many, it might conjure up images of spreadsheets, complex investment strategies, or even a necessary evil to ensure we’re being “responsible.” However, approaching financial planning as merely a task to check off our to-do list may be selling […]
The rising currency of human skills
Information is at our fingertips, and artificial intelligence continually surpasses human capabilities in specific tasks; the landscape of valuable skills is evolving. According to Dr Susan David, while technical know-how remains crucial, it’s quickly becoming commoditised. As a result, the pendulum is swinging towards the intrinsic value of distinctly human skills, finding and forging moments […]
Unearthing the roots of your money story
Money, it is said, makes the world go around. We use it daily, exchange it for goods and services, save it for the future, worry about it, celebrate it, and yet often, we are reluctant to delve into our personal histories with it. Our earliest memories of money can reveal much about our present-day financial […]
Data to Wisdom for your financial journey
As we journey through life, we often hear phrases like “seeing is believing”. But when it comes to our financial health and well-being, there’s a subtle yet profound difference between merely seeing and truly recognising. It’s akin to looking at a tree and appreciating its beauty, compared to recognising its species, understanding its growth patterns, […]
Time to think about money – Part 2
Independent thinking is critical in lifestyle financial planning, and here’s why. Each person has unique financial needs, aspirations, and circumstances. When you think independently, you can assess your personal situation and determine what matters most to you. This helps you set goals that genuinely reflect your values and priorities, making your financial plan more meaningful […]
Empathy vs Codependency
In lifestyle financial planning, striking the right balance between empathy and codependency is essential to building healthy relationships while maintaining personal well-being. A recent tweet by Dr Nicole LePera (@Theholisticpsyc) highlighted the differences between empathy and codependency. Empathy means understanding a person’s feelings and being able to put ourselves in their shoes. In the context […]
A miss is as good as a mile
Our mindset is crucial to our financial success. Dealing with our money can quickly become an obsessive task; either focusing solely on the amount we’re lacking or missing, or becoming obsessed with saving and storing up, we can sometimes do more harm than good. This is why mindset plays a significant role in how we […]