Time to think about money – Part 2

Time to think about money – Part 2

Independent thinking is critical in lifestyle financial planning, and here’s why. Each person has unique financial needs, aspirations, and circumstances. When you think independently, you can assess your personal situation and determine what matters most to you....
More about your money story

More about your money story

Money is more than just a tool for transactions; it’s an emotional force intertwined with our identities, values, and sense of self-worth. Our money story is a tapestry of beliefs and experiences that shape our financial behaviours and attitudes. By exploring...
Investing with Heart and Mind

Investing with Heart and Mind

Embarking on and sticking to your investment journey requires a solid understanding of financial principles and an appreciation for the emotional roller coaster that comes with it. Asset allocation, a crucial component of investing, is about striking the right balance...
Time to think about money – Part 1

Time to think about money – Part 1

Discussing finances can be a daunting task, especially when emotions run high. It’s important to remember that there’s a human element behind every financial decision – our dreams, fears, and values. Nancy Kline is an American-born author, business...
Empathy vs Codependency

Empathy vs Codependency

In lifestyle financial planning, striking the right balance between empathy and codependency is essential to building healthy relationships while maintaining personal well-being. A recent tweet by Dr Nicole LePera (@Theholisticpsyc) highlighted the differences between...
A miss is as good as a mile

A miss is as good as a mile

Our mindset is crucial to our financial success. Dealing with our money can quickly become an obsessive task; either focusing solely on the amount we’re lacking or missing, or becoming obsessed with saving and storing up, we can sometimes do more harm than good....