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July 21, 2025
Why patience is part of the plan
When you look at your investment portfolio, it’s tempting to focus on what’s “winning” right now....
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July 21, 2025
Fasten your seatbelt
When markets get choppy, it’s natural to feel nervous. Everyone with a heart (and subsequent blood pressure…)
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July 21, 2025
What’s holding you back?
A man once asked a gardener: “Why do your plants grow so well?”
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July 21, 2025
Why diversification still works — even when it doesn’t feel like it
When markets are stormy, it’s easy to question whether diversification still works...
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July 21, 2025
When letting go creates more space for growth
When we talk about money, we often slip into the language of control: budgets, targets, forecasts, plans...
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July 21, 2025
When control over money isn’t really about money
Have you ever thought: “I just feel better when I know every cent is accounted for,” or “If things...
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June 2, 2025
Dream big, plan better, live fully
Financial freedom quickly become reduced to a number, a target income, a certain...
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June 2, 2025
Behavioural Economics 101
Why don’t we always do what’s “best” with our money? Let’s be honest: most...
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June 2, 2025
Identity-based financial goals
“The goal is not to read a book. The goal is to become a reader,” writes James Clear...
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June 2, 2025
Cross-cultural connection in financial planning
Financial planning is often seen as a numbers game, retirement goals, investment returns...
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June 2, 2025
Cost isn’t just what you pay
The true cost of a dollar, Rand or pound (or whatever you’re earning in)...
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June 2, 2025
An overlooked planning tool?
Meaning starts with hope, and hope begins with action. Many of the challenges...
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May 5, 2025
When your body says no
Have you ever agreed to something that felt wrong in your gut, only to regret it later? Maybe it was...
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May 5, 2025
Safeguarding and compliance in your business
Let’s be honest, when most people hear the words “compliance” or “safeguarding,” they don’t exactly...
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May 5, 2025
Meaningful and secure planning
Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes...
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May 5, 2025
Guided or manipulated?
Good advice has always been about helping people make wise choices. But in the age of behavioural finance...
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May 5, 2025
Engaging with your financial plan
Financial planning, like therapy or coaching, isn’t just about solving a problem. It’s about holding a safe space...
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May 5, 2025
What is fear costing you?
Most of us like to think we're being practical with our money. We weigh up the risks, run the numbers...
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April 16, 2025
Behavioural biases and heuristics
Have you ever made a financial decision you regretted, only to look back and wonder what on earth you...
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April 16, 2025
Personal values and goals
What would your financial life look like if it truly reflected your values? It’s a question worth asking...
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April 16, 2025
Where we’ve been…
Money is universal. But our relationship with it? That’s deeply personal, shaped by a multitude of factors...
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April 16, 2025
Social and environmental pressures
Have you ever bought something not because you really needed it, but because everyone else seemed...
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April 16, 2025
Mindset, stress, and emotions
Money may be a tool, but how we use that tool is often driven by emotions, beliefs, and life experiences far...
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April 16, 2025
Your brain and your money
It’s easy to think of financial decision-making as purely rational. After all, money is all about...
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