Bringing Life to Money
As a business owner, it is essential to have a comprehensive plan in place to maximise your income and minimise your tax liability. This not only helps you achieve financial stability and growth, but also helps you prepare for retirement, ensuring you have enough savings and resources to enjoy a comfortable and secure retirement. Tax-efficient... Continue Reading →
'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.
The real risk to your long-term wealth creation and preservation is not stock market volatility, it is the rising cost of living.
Cognitive biases are all around us. They shape the way every human being perceives the world. Here's one to be aware of for each letter of the alphabet.
Lifestyle Finance 