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Revitalising your planning approach

At any moment during the year, finding the space to pause and reflect is more than just a breather; it’s a chance for a transformative new start. It’s an opportunity to step back from the day-to-day grind, to reassess and to break free from the habitual patterns that often govern our approach to planning and organising both our lives and our finances. By stepping outside these familiar routines, we open ourselves up to fresh perspectives and […]

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The integral role of tax planning in financial strategy

When it comes to shaping a robust financial plan, understanding and preparing for the complexities of tax planning is crucial. Tax considerations play a pivotal role in financial decision-making, influencing everything from investment choices to retirement planning. While tax laws and regulations vary across countries, the core principles of tax planning hold universal relevance and can significantly impact your financial health. Why Tax Planning Matters Tax planning is more than just a year-end activity or a […]

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The only list you have to worry about

“He’s making a list, and checking it twice; Gonna find out who’s naughty and nice.” You’ve probably heard that line once or twice, right? For those who celebrate Christmas, there’s a tradition that speaks to Santa Claus having two lists, and only the kids on the nice list (good and well-behaved)… get gifts. Interestingly, this is not a Christmas-time tradition, but rather a parenting hack designed to keep kids in line during the rest of the […]

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Riding the waves of financial uncertainty

In the vast ocean of financial management, money anxiety often feels like an unending series of waves. Sometimes, these waves are gentle, nudging us towards better financial habits. Other times, they are overwhelming, born from the tempests of unexpected life events and shifting economic landscapes. It’s easy to become fixated on wealth creation, focusing solely on returns, innovative ideas, and bigger salaries. Yet, as a renowned financial advisor wisely observed, “It’s not the high waves but […]

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The Power of ‘Get To’ Over ‘Have To’

Life only seems to get busier – no matter how hard we try to slow things down. It’s easy to fall into a pattern of viewing tasks and responsibilities as burdens, things we ‘have to’ do. This mindset, often a default setting, can make our days feel heavy and obligatory. But what if we could shift this perspective? What if, instead of ‘I have to’, we started saying ‘I get to’? This simple linguistic flip can […]

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It’s important to check in

In the realm of financial planning, we often focus on numbers, strategies, and future projections. Yet, a recent conversation shared on twitter underscores a different, but equally vital aspect of our work: the importance of simply being there and listening. A financial planner recounted an experience with a retired client. It had been months since their last conversation, and a brief note about a transaction led the client to call, seeking clarity. This call unveiled a […]

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The relationships we cherish and celebrate

In the rhythmic and deceptively unpredictable day-in and day-out of our calendars, there are moments when our wallets feel significantly lighter. The end of the year, with its festive sparkle and cheer, often brings a flurry of spending that can leave many of us dizzy. It’s not just the holidays, though. Think about that one month when it seems everyone you know is celebrating a birthday, or perhaps the season of weddings and anniversaries. These periods […]

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Less scrolling, more strolling

Screens dominate much of our waking hours. There’s a growing need to disconnect from the virtual and reconnect with the tangible world around us. The mantra “less scrolling, more strolling” captures this sentiment perfectly, encouraging a shift from passive, screen-based activities to active, physical engagement with our surroundings, particularly through walking. The act of walking, especially with family, friends, clients, pets, or neighbours, offers a wealth of restorative benefits that go far beyond mere physical exercise. […]

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The Ballad of Golden Means

The Ballad of Golden Means In sooth, a tale of coin oft told, Doth shake the hearts of young and old; For lucre’s siren song entwines The very core of mortal lines. Yet, shall we to this master bow? Or find we balance ‘twixt the bough? In measure fair and wisdom’s sight, Let not the gold our souls indict. For though the purse may fill with glee, ’Tis but a shadow’s feign’d decree. A full heart […]

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The balance of heart and mind in financial contentment

Navigating the intricate dance of financial planning is not just a cerebral affair; it’s a delicate blend of the analytical mind and the intuitive heart. Money, often viewed through the lens of cold numbers and stark figures, is deeply intertwined with the warm weavings of our emotions and dreams. It demands a symphony of technical skill and emotional intelligence—a symphony that, when played right, can lead to profound financial contentment. The sage words of Maya Angelou […]

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