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.

Optimists in a world of pessimism

'The great financial planners are students of history. They take the countless lessons from the past and use them to contextualise the here and now, in order to help people make better long-term decisions for them and their families.'

Lockdown Log

I'm approaching the end of my third week in social isolation / lockdown as I type this. Things don't really feel as if they've changed too much, apart from the obvious lack of freedom to leave the front door as and when I choose. Then again, I wonder how much I really made the most... Continue Reading →

The Power of Audio

If you want to get smarter, you have to read books. This has been a fact of life since the very first words were written thousands of years ago. I've never been much of a big reader myself though. Despite being quite an accomplished reader from a young age, it was never really something that... Continue Reading →

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