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Latest News & Opinions
Solo Living, Shared Consequences: Why The Rise of Singledom Matters More Than We Think
The way people live, form relationships and plan their futures is quietly changing. More adults are single than ever before and the implications go far beyond lifestyle choices. In this short piece, we explore what is driving this shift and what it could mean for your family’s financial future.
Needs vs Wants – A Simple Exercise
Most of us, we assume, have a pretty good understanding of Maslow’s hierarchy of needs and therefore can easily distinguish between our Needs and Wants and to work out our priorities. However, perhaps we need to dig a bit deeper to truly distinguish them. Veritas Wealth partner, Rick Briers-Danks, invites you to take up pen and paper, make two columns and do some earnest thinking about your real Needs and Wants.
A Week In The UK: The Future of Advice
Barry and Rick recently spent a week in the UK attending two leading financial planning conferences, exploring how our profession continues to evolve. While technology and AI featured heavily, the most reassuring takeaway was how central relationships and human understanding remain to delivering great advice.