Articles

  • Bias and your bank balance

    When it’s a question of money – everyone is of the same religion, or so said Voltaire. Like religion, there are many different perspectives on how it helps (or hinders) us. It’s probably one reason why people always say you should never talk about money, religion or politics at the dinner table. There are so…

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  • The premium time to review your premiums

    When it comes to financial planning, risk planning, estate planning and investing, many of us like to “set and forget”. Our lives are full of things to remember, for work, family and the communities in which we’re involved – often, the last thing we want to review is our financial portfolio. As a result, it’s…

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  • Our oft-told money stories

    Money isn’t real. It’s just an agreed-upon system of exchange. Have you ever heard that?  This is the realisation that many reach when feeling frustrated with tax systems, witnessing social injustice or experiencing the unfairness of life. While money and currency systems may not be real, they represent value and help us form and communicate…

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  • Win back your weekend

    “Where did our weekend go?” Have you ever found yourself asking this question on a Sunday night or a few minutes after hitting snooze for the third time on a Monday morning? If you do – you’re not alone! Studies show that many people struggle with Weekend Anxiety Syndrome (WAS) or the Sunday Scaries… there…

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  • Protecting your income for a better outcome

    A few short decades ago, we lived in a world that seemed to have far more security and certainty. The rate of change was slower, and many assumed that if you stuck to the system, the system would look after you. Social security, income security and good health were taken for granted in developed countries.…

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  • Plan to fail

    It doesn’t make sense, but we need to have a plan for when things go wrong.  People love to say that Benjamin Franklin once said that if you fail to plan, then you plan to fail. It’s not a bad quote, but as the world experiences some of the most significant disruptions in recent history,…

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