Unlocking The Secrets To Unwavering Investment Commitment
‘Invest for the long haul. Don’t get too greedy and don’t get too scared.’ Stay dedicated to the end goal – Specific, Measurable, Achievable, Relevant and Time bound (SMART) goals to unlock the quality of your investment. An investment can easily be seen as a burden, but our trade secret is if that investment is linked to a goal, time frame and within budget then you will …
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Your guide to ensuring a smooth claims process
Submitting a claim can be stressful and admin intensive. Click here to access a simple checklist outlining the information typically required to ensure a smooth claims process…
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How to be penny and pound wise
How to be penny and pound wise Chains of habit are too light to be felt until they are too heavy to be broken [Warren Buffet] As we settle into 2023, it is time to be proactive about personal finance. Once you commit to healthy financial habits, the pennies and pounds will take care of themselves. Chains of habit are too light to be felt until they are too heavy to be …
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Political Influence And The Markets
Religion, politics and money are all connected – and probably always have been! This is because they’re all currency for influence, power and status. These three topics can become highly volatile when we’re in social settings as they’re super subjective. The markets, politics and religion all give us a sense of belonging, purpose and stories to share. Since they offer so …
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Our Emotions Tell Our Truth, Not The Truth
Did you know that listening to classical music has been proven to lower blood pressure, make us more emotionally available, help us sleep better and relieve anxiety? Ironically, our emotions around money can achieve the exact opposite! Firstly, if money brings up a lot of emotions for you, you’re not alone. Financial expert Ramit Sethi (on a blog for The Harvard Business …
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Can The Enneagram Help You With Your Money Habits
If you’re not familiar, the Enneagram is a personality typing tool that focuses on why we do what we do. It is a model of nine interconnected personality types – from the Ancient Greek word “ennea” for nine. A quick Google search will tell you what you need to know and guide you to free tests if you’d like to dig a little deeper. Over the last few decades, the Enneagram …
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Reconnecting With Your Values
When life gets full and busy, it’s hard to remember why we do what we do, and it’s easy to become unhealthily disconnected from who and what we value. As Dr Susan David often says, finding your “why” can be as simple as reconnecting with your values and reframing your everyday activities in relation to those values. This is not so easy when we’re under pressure to perform …
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And What Are The Voices Saying
There are times in the year when we see and engage with more people than usual – through end-of-year functions, annual celebrations, birthdays, anniversaries, weddings, funerals and the like. It can be wonderful – but it can also be stressful. We are quickly reminded that these old friends, colleagues and distant family from far-off shores have opinions that challenge our …
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Holiday-Proof Your Financial Plan
Holidays should be a time of restoration and relaxation. But for savvy investors, who are seldom able to switch off or turn down the volume on their analytical brain activity, it can be a time of stress and panic. Whether you’re entering your annual time of leave or it’s a sneaky mid-year break, if you’re understandably nervous about your financial plan, fear not. While no…
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Helping your parents with their financial independence
In our previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our profession are starting to frame it. But the reality is, as the sandwich generation, we can’t only be thinking about our own and our kids’ financial futures; we also need to be thinking about our parents’ financial futures. Living at a time when …
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