Financial wellness: Our promise to you

Financial planning isn’t only about facts, figures and market returns.   It’s a process that we follow to give you financial wellness which re-frames your wealth and perceptions to add meaning and joy to your life. Financial wellness provides you with a sense of security and very significantly, freedom of choice.  Here are some of the…

Newsletter June 2018: Back to basics

As citizens of the western world, we all highly value our independence.  We’re taught from an early age to be determined, educated and strive for individual success.  So, when life deals us a few rough hands, which it often does, it can be very disappointing if you end up needing to depend on your family…

Newsletter Dec 2017: Investor Biases

When it comes to investing, we all like to think of ourselves as rational beings who are controlled by our heads and not our hearts. But even successful investors can let emotions lead the way with harsh consequences on our hard-earned wealth…..   You may think that you’re one of the fortunate ones who can switch…