“The only way to find permanent joy is by embracing the fact that nothing is permanent.” – Martha Beck. Over the last few decades, investment strategies have developed and evolved to move away from market-related benchmarks toward personal goals and outcomes. Modern investors are now creating plans that are more personalised and unique than ever before. The marketplace is innovating
“As soon as we become aware of money, we develop beliefs about it, beliefs we cling to, sometimes for the rest of our lives, often at the cost of our souls.” – George Kinder What’s costing you more: what you do with your money or what you believe about your money? For many people, the beginning of financial planning involves
People often joke about the weather in Cape Town, saying that you can experience all four seasons in one day. And, if you speak to a local, you’ll know that regardless of how warm it is, they’ll always pack a sweater in case the weather turns. Still, as a top tourist destination, the weather doesn’t deter intrepid travellers; they keep
Bruce Lee once said: Adapt what is useful, reject what is useless, and add what is specifically your own. It’s an exceptional quote that is profoundly helpful when working with a financial plan. However, the difference between our current situation and Lee’s is that in the 60s, it was much harder to access information. Now, we’re overwhelmed with information, and
Financial planning is a complex and integrated activity that is often simplified in an attempt to make it more accessible. When we look at it as a lifestyle rather than an annual exercise, it’s easier to begin to engage with our financial plan in a more meaningful level. Saving and investing are two disciplines that are core to the foundations
How much time do you waste trying to solve problems that haven’t happened yet? Many of us fixate on problems that might happen tomorrow, next week or several years in the future, and this is not what life and financial planning are about. Getting stuck in the future at the cost of living life to its fullest today is precisely
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