News & Opinions
Barry recently returned from an enlightening trip to China, where he experienced firsthand the dynamic blend of tradition and innovation. From the bustling cities to the rapid technological advancements, Barry’s insights into his trip offer a unique glimpse into a country that is reshaping the global economy. Read further to see what makes China a fascinating destination for travellers and investors alike
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.
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!
Most couples do not realise that choosing a marital regime is one of the most consequential financial decisions they will ever make. While the accrual system is often seen as a fair and modern alternative, it can produce surprising and sometimes deeply unfair outcomes, especially in blended families. This article unpacks a real-life example that reveals how good intentions and careful planning can still lead to unintended consequences. If you think accrual protects everyone equally, you may want to read on.
Estate planning is more than just drafting a will. It is about ensuring your assets are distributed according to your wishes, minimising tax liabilities and protecting your family from unnecessary legal and financial complications. For those with minor children, a vitally important element is ensuring your children’s wellbeing and of course providing for them financially if you are no longer around.
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...
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