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Do as I say

“Do as I say… not as I do.” This has been a popular phrase for many, many years. In fact, it was first recorded in John Selden’s Table-Talk in the 17th century. Possibly, for as long as we’ve had structured societies, we’ve noticed a disconnect between what we say and what we do. In the […]

Making better money choices

Many important questions in life involve money, and good choices can put us on the road to financial success. Bad choices, however, can lead to years of financial duress. While the questions we ask ourselves may not involve investing in the latest hot stock, they may likely deal with more basic matters like identifying how […]

Are you on the road to burnout?

Are you wondering why some people get burned out while others don’t? What is the difference between stress and burnout? And, what can you do to manage stress and avoid burnout?  Without a doubt, we are living in a time of significant stress and burnout and we need practical and self-loving ways to address this […]

Diversify. Amplify.

Diversification is not just an approach to adopt during market volatility; it’s generally good practice. And, if you want to create a portfolio that mitigates risk and beats inflation, diversification offers one of the best ways to increase your portfolio growth and amplify your savings. There’s no single “correct” way to diversify your investment portfolio. […]

Crush it, and rest; says Carl

Carl Richards, the Sketch Guy columnist from The New York Times, recently shared an enlightening view on our hustle culture. Online engagement has increased our stress levels by making work, social pressures and media agenda more invasive than ever. We can easily believe that if we’re not “on top”, we’re not working hard enough. We […]

When the goalposts keep moving

“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 […]

What’s costing you more?

“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 […]

Dollar-cost-averaging

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 […]

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, […]

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 […]

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