Articles

  • Calm needn’t be the focus

    We often think that financial peace or calm is the ultimate goal when it comes to managing our money. We hear phrases like “financial peace of mind” or “calming the storm of debt” and we think, “Yes, that’s what I want. I just want everything to be calm.” And while there’s nothing wrong with seeking

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  • Ten Rules – Part 2

    In the first part of this series, we explored five essential rules for personal finance, inspired by “The Index Card: Why Personal Finance Doesn’t Have to Be Complicated” by Helaine Olen and Harold Pollack. The rules in the blog spoke to things like spending less than we earn, paying off credit card debt, save 10-20%

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  • Spending with intention

    In her thought-provoking book “The Year of Less,” Cait Flanders shares a powerful insight: “Every time you make a purchase, you’re voting with your dollar for the kind of world you want to live in.” This simple yet profound statement invites us to reconsider our relationship with consumption and its impact on our financial well-being.

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  • Ten Rules – Part 1

    Whilst it’s easy to get lost in a sea of jargon, investment options, and conflicting advice, financial success doesn’t require a degree in economics or hours spent poring over market trends. In fact, according to Helaine Olen and Harold Pollack in their book The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, everything

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  • A missing link between money and happiness

    What if you found out that your current financial plan might be working against you, not for you? That despite all your careful budgeting and saving, you’re missing a crucial element that could make or break your financial well-being?  It might be time to talk about values-based financial planning – the missing link between your

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  • The freedom to live life on your terms

    Here’s one of the hardest (or least asked…) questions when it comes to financial planning:  “How much is enough?” It’s a simple question, but one that most people never stop to consider. We’re so caught up in the race for ‘more’ that we forget to ask ourselves why we’re running in the first place. It’s

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