Taking ownership of your money story

I am constantly reminded how challenging money stories can be. To fully understand your money story takes some introspection – it is hard work try to make sense of the psychology and the personal drivers behind your particular relationship with money. Bruce Lee expressed it so beautifully by saying “As you think, so shall you…

Your money story

I have spent a large part of the past two years researching , learning about and making sense of money stories. Every one of us has a money story, or a specific relationship with money. Your money story can either be a good, positive one; or one that boycotts your financial destiny. A positive money…

Money’s role in relationships

As our adult children experience growing financial stress – or the pressure of sustaining a lifestyle comparable to that of their neighbours, the answer is not as simple as parents stepping in to ‘fix’ financial woes. Sometimes we need to step back and assess what is best for our family – each situation is unique, and it…

CURVE BALLS

Unexpected curve balls can affect your retirement plan Often we encounter clients that have a very straight-forward retirement: they work hard, save well, and then retire with enough money (and a well-structured retirement plan, of course) that allows them to pursue their life goals and live comfortably.  In these situations, when we talk about bucket lists,…

TIME – YOUR MOST PRECIOUS CURRENCY

There are times of the year when our pockets are strained more than other times: when we are booking holidays, covering medical expenses, buying gifts or booking holiday accommodation. Seeing spending differently When it came to buying Christmas family gifts one year, I reminded myself of a different perspective on spending. This is partly owing…