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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01 March 2023 - OLEA news update - Hot off the Press...
What are the criteria that indicates a company has achieved a good year? Is it financial performance? The level of customer satisfaction? The number of new customers acquired? Its market position? Team development? The number of projects completed? 2022 Reflections and looking ahead to 2023 What are the criteria that indicate a company has achieved a good year? Is it …
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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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Market Update February 2023
During the year 2022 global economies were faced with significant challenges where ruthless monetary policies were implemented to curb rising inflation. Contractionary monetary policies and rising interest rates have put severe financial pressures on investors by reducing cash flow and the ability to invest, ultimately, leading to a sharp decline in asset prices. Political…
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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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