Retirement
Social and spiritual capital
When we talk about building wealth, we almost exclusively talk about money. We track our investment returns, our property values, and our retirement accounts. We measure our success by th...
Read article →Fresh from Greengrass
Family & Legacy
Long-term plans need short-term protection
Imagine you have been diligently saving for a milestone family holiday. You have carved out the time, set aside the capital, and prioritised your "Return on Memories." But out of nowhere,...
Read article →Retirement
The new retirementality
For decades, many of us have been sold a very specific version of retirement. We are culturally conditioned to believe that at a certain age, we should step away from our careers, retreat...
Read article →Protection
The freedom of an open hand
When there are bills to pay, and income feels like it’s not quite enough to cover the monthly expenses, it’s easy to hold back on generosity. Sometimes, we might even treat generosity as...
Read article →Financial Planning
The invisible scripts
Did you know that, according to cognitive scientists, the average person processes over 6,000 distinct thoughts every single day. That’s around six to ten thoughts per minute. It is an ov...
Read article →Financial Planning
Creating a single view for your wealth
There is a common belief that when it comes to our wealth, we should never put all our eggs in one basket. It’s easy to extend this logic to our financial advice. We often assume that hav...
Read article →Retirement
50 to 80 might be our most productive years
We have been culturally conditioned to view retirement as a hard finish line. For most of our lives, the narrative suggests that the moment we reach our late...
Read article →Financial Planning
Financially stronger
There is a powerful reminder that often surfaces when life feels overwhelming: You have survived your worst days, and you are stronger than you think. A.A. Milne...
Read article →Financial Planning
What’s running the show?
We invent tools to make our lives easier, more efficient, and more comfortable. But there is a strange phenomenon that happens when we aren't paying attention....
Read article →Financial Planning
Holding up the mirror
Have you ever noticed how increased access can actually create more anxiety and worry?...
Read article →Financial Planning
Funding your life satisfaction
It’s so easy to look at our budgets, our financial planning and our risk products and ask questions about what we have and don’t have...
Read article →Financial Planning
Investing in social wealth
We often dedicate the best, most energetic years of our lives to building a fortress of financial security...
Read article →Blog archive
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Showing 12 of 443 archived articles
Wellbeing & Lifestyle
Funding your healthspan
It’s completely natural to obsess over the numbers on our investment statements, but are we overlooking our most critical asset?...
Read article →Financial Planning
The engine and the compass
Over the last few weeks, we’ve explored a completely different way to look at our wealth...
Read article →Financial Planning
Your balance sheet isn't a life purpose
It’s not uncommon to spend decades looking forward to the day we can finally stop working—but what happens when it begins?...
Read article →Family & Legacy
Talking to your family about money
As the playwright George Bernard Shaw famously observed, "The single biggest problem...
Read article →Family & Legacy
Empty nest financial planning
There is a very specific kind of quiet that descends on a house when the children finally leave...
Read article →Wellbeing & Lifestyle
Don't avoid the struggle
There is a common, unspoken assumption about wealth that many internalise early in life...
Read article →Retirement
Why good health is a financial strategy
When we sit down to project a client’s retirement, one of the biggest variables we have to account...
Read article →Protection
How strong is your financial plan?
Two key goals of a financial plan are to help you grow what you have, and help you protect what you have...
Read article →Financial Planning
Conversation, not isolation
We tend to model our lives, and our financial plans, as a straight, uninterrupted line moving upward...
Read article →Protection
Guarding the basecamp
When we sit down to build a financial plan, our eyes are naturally drawn to the summit, not the basecamp. We focus...
Read article →Financial Planning
The Rule of 72
The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated...
Read article →Wellbeing & Lifestyle
The high price of "someday"
We work relentlessly in our thirties, forties, and fifties, pouring all of our surplus time and energy into building our careers and our portfolios. We tell...
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