Cross-cultural connection in financial planning
You have a lens; and here’s why it matters Financial planning is often seen as a numbers game, retirement goals, investment returns, tax efficiency. But beneath the spreadsheets lies something far...
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Cost isn’t just what you pay
The true cost of a dollar, Rand or pound (or whatever you’re earning in) is not just what you earn. It’s what you give up, to earn it.
On paper, your salary might seem straightforward. $75,000 a...
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Dream big, plan better, live fully
Financial freedom quickly becomes reduced to a number, a target income, a certain lifestyle or a retirement account that signals “you’ve made it.” But in reality, it’s more nuanced...
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Meaningful and secure planning
Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, the most important questions aren’t just “Can we afford it?”, but, “Is...
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Behavioural biases and heuristics
Have you ever made a financial decision you regretted, only to look back and wonder what on earth you were thinking? Maybe you held onto a losing investment for far too long or refused to explore a...
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Your brain and your money
It’s easy to think of financial decision-making as purely rational. After all, money is all about numbers, right? But what if the way we handle money has as much to do with biology as it does with...
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Personal values and goals
What would your financial life look like if it truly reflected your values? It’s a question worth asking because, when it comes down to it, money is just a tool. Like any tool, its value lies in how...
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The law of diminishing returns
We live in a world where more is often seen as better: more money, more investments, more security, more financial strategies. But what if there comes a point where adding more doesn’t necessarily...
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The value in procrastination
Procrastination gets a bad rap. It’s often labelled as laziness, lack of discipline or avoidance. But what if there’s more to it? What if procrastination isn’t just resistance, but information?
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Money, Ego, and the Illusion of Security
Why we seek financial security
At its core, financial planning is about security. We save for a rainy day, invest for the future and insure against the unknown, all in pursuit of a feeling that we...
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The holistic approach to life cover
When it comes to life insurance, one of the most common questions people ask is: How much cover do I actually need? While the typical rule of thumb suggests between 10 to 15 times your annual salary,...
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Is it time for a lifestyle audit?
Also referred to as an “economic reality check,”, lifestyle audits are not just for the rich and famous, and not just useful to the tax collector! Have you ever looked at your bank...
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