Barry takes a light-hearted, but honest look at why money cannot fix what time and care do. It is a reality check for anyone tempted to swipe their card as a shortcut to connection.
So, before you join the Valentine’s Day sprint, pause and ask: what is the real gift your loved ones want? Spoiler alert – it is not in a shopping bag.
News & Opinions
Latest News
Do You Work For Your Money Or Does Your Money Work For You?
Most people believe they do not have enough saved for retirement, but this month’s feature encourages a fresh perspective. The article delves into how to reassess your financial situation and you may discover that you are more prepared for retirement than you think. It may well be time to allow your money to work for YOU.
When Is The Best Time To Get Into Markets?
Whether you are facing volatile markets or unsettling media headlines , building long-term wealth is not about perfect timing. It is about consistent action. This article explores why getting invested today matters more than waiting for the “right” moment and how a structured, disciplined approach can help you stay on track, through any market cycle.
Unrealised Capital Gains in Discretionary Investment Portfolios
When it comes to growing your wealth, it is easy to overlook some small wins along the way. In this article, we unpack the concept of unrealised capital gains and show you how a few smart moves today can help you manage your tax bill tomorrow.
Giving Your Investment a “WHY” matters
After reading The Soul of Wealth (Daniel Crosby) and a Morningstar research paper by David Blanchett (2014), we thought we should share these simple and powerful lessons that we hope will help you with your financial planning.
Rather than accumulating funds in investment accounts, we encourage you to think about what you want your money to do for you. Choosing specific lifestyle goals that align with your values will give your money a ‘Why’. Create investment accounts specifically for these goals. The behavioural outcomes and benefits are remarkable. Read on to see why!
The Power of Giving
In financial planning, we often concentrate on accumulating wealth, maximising investments and preparing for a secure future. While these are essential goals, there is another, equally important, dimension that often gets overlooked: the power of giving. This article...