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Protection from too much advice

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

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Saving vs investing

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

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