The Mexican Fisherman

There once was a Mexican fisherman who lived in a small village by the sea. He was a hardworking man who fished every day to provide for his family. Despite his hard work and long hours, he was a content and happy man. The fisherman was grateful for what he had and never worried about... Continue Reading →

Building Better Relationships

Building relationships is one of the most important things we can do to succeed in life. Whether it's with a romantic partner, a business colleague, or a lifelong friend, the people we surround ourselves with can have a profound impact on our happiness, success, and overall wellbeing. But, let's face it, building meaningful relationships can... Continue Reading →

The Land of No Returns

A STAGGERING amount of wealth disappeared down the drain last year from people who work for large-scale corporate enterprises. WHY? Auto-enrolment has no doubt seen a huge rise in the number of people entering a workplace pension plan, which is absolutely a good thing on the whole. However, most people who enter a workplace pension... Continue Reading →

The Third Place

Helping someone realise they can work because they want to, not because they have to, is incredibly empowering. Often, once someone is shown they are financially independent, they begin to enjoy work more than ever, free in the knowledge they can stop whenever they want, on their own terms.

Picking up the pieces

'There's a movement going on in the world of financial planning. A movement away from calculators, products and spreadsheets; towards emotional connection, engagement and experience. As the profession continues to evolve, so too does the way we operate as financial planning professionals and businesses.' Here, I share a personal story to help illustrate the power of emotional connection in client engagement.

What exactly is a lifetime cashflow forecast?

Many people feel they may have a good, solid financial foundation. They save and invest their money regularly and have built up a reasonable amount of wealth over their careers. Perhaps they have recently come into money through an inheritance of the sale of a business or shares. They have a good idea of where they are and how they got there, but until they begin to set out their goals for the future; what they want to achieve and how and when they want to achieve it, do they really have a plan?

Nick Murray: 18 pearls of wisdom

Nick Murray's books, newsletters and talks have had a major impact on my career and influenced many of the ways I practice the art of financial planning and client communication. Here, I have compiled a list of his wisest, most salient quotes and phrases.

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