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What’s an annuity?

Have you ever heard someone say that you need to make your money work for you? It seems like an impossible achievement for many of us because we immediately think we need a stack of dollar bills to leverage this strategy. And, that’s not entirely incorrect. We do need a large sum invested, but we […]

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The best place to invest

Somehow, despite all the messages to be kinder to ourselves, we have this predisposition to put ourselves down. Along the line, the early messages of “You can do better” become “You’re not good enough.” We live in an age where the focus is on self. As we scroll through social media, we see countless selfies, […]

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Levels of financial dependence

At the very surface level of constructing a financial plan, the journey can feel linear. We begin with what we have and plan to move towards an end goal of ‘having enough’ and being financially independent. But this is not where financial planning ends; it’s just the toe-dipping beginning as we gain courage and confidence […]

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Learning leverages healthy decisions (1/3)

A curriculum doesn’t drive learning; curiosity drives learning. When we consider the learning pattern of those who are outside of schooling systems, it’s curiosity that drives their learning, not the prescribed milestones of an education system. From Google to TED, from books to stories passed down from our elders, learning is more about readiness than […]

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Charge what you’re worth

“How much should I be charging my clients?” This is a common question as we work with an increasing number of people setting up their own businesses. In the wake of a radical economic downturn, our creativity and necessity to generate an income spark new business ideas. The entrepreneurial spirit begins to take centre stage […]

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Six areas of financial planning

Have you ever gone down the #Fintwit rabbit hole? According to fintwit.ai, #Fintwit is a vibrant community of investors on Twitter, who tweet trading ideas, active trades, personal portfolios and well thought out insights about financial securities. Millions of investors around the world are increasingly using Twitter to stay abreast of the financial market and […]

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Ready to be more resilient?

We can’t change what happens to us, but we can change how we respond to what happens to us, and within us. Everything ages, but not everything ages well. Some things can wither from the inside out if they do not have a well-developed resilience. Resilience is the ability to bounce back and withstand stressors. […]

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