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Balancing our need for control

At the heart of financial planning lies a universal truth: we plan to gain control over the unforeseen and to navigate life’s uncertainties with confidence. As Lyall Watson, the renowned biologist and writer, insightfully observed, “We survive by controlling our environment. And control is made possible by information.” This principle, deeply rooted in our survival instinct, finds profound relevance in the realm of personal finance and wealth management. It’s about harnessing the power of information to […]

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Get stuck, get strong!

In every life, there will inevitably come times when we find ourselves at a standstill, facing challenges that seem insurmountable. It’s during these moments, when we’re stuck and the path forward is unclear, that our true strength is forged. The adage “Sometimes we need to get stuck, in order to get strong” speaks volumes about the transformative power of adversity. The poet Rumi once said, “The wound is the place where the Light enters you.” This […]

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Don’t count the days; make them count!

In the hustle and bustle of daily life, it’s easy to fall into the routine of counting days, waiting for the weekend, holidays or the next big event. But there’s a much more fulfilling approach to life, one that doesn’t just passively count the days but actively makes each day count. This perspective is not just about productivity or achievement; it’s about infusing each day with purpose and meaning. Viktor E. Frankl, a Holocaust survivor and […]

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It’s the steady hand on the tiller

In the insightful words of Nick Murray, “All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.” This statement is a powerful reminder of a fundamental truth in financial management: the undeniable value of proactive planning over the pitfalls of reactive responses. Financial success doesn’t just happen by chance; it’s the fruit of deliberate, thoughtful planning. It often helps to think of your financial plan as […]

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The integral role of tax planning in financial strategy

When it comes to shaping a robust financial plan, understanding and preparing for the complexities of tax planning is crucial. Tax considerations play a pivotal role in financial decision-making, influencing everything from investment choices to retirement planning. While tax laws and regulations vary across countries, the core principles of tax planning hold universal relevance and can significantly impact your financial health. Why Tax Planning Matters Tax planning is more than just a year-end activity or a […]

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Riding the waves of financial uncertainty

In the vast ocean of financial management, money anxiety often feels like an unending series of waves. Sometimes, these waves are gentle, nudging us towards better financial habits. Other times, they are overwhelming, born from the tempests of unexpected life events and shifting economic landscapes. It’s easy to become fixated on wealth creation, focusing solely on returns, innovative ideas, and bigger salaries. Yet, as a renowned financial advisor wisely observed, “It’s not the high waves but […]

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It’s important to check in

In the realm of financial planning, we often focus on numbers, strategies, and future projections. Yet, a recent conversation shared on twitter underscores a different, but equally vital aspect of our work: the importance of simply being there and listening. A financial planner recounted an experience with a retired client. It had been months since their last conversation, and a brief note about a transaction led the client to call, seeking clarity. This call unveiled a […]

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Less scrolling, more strolling

Screens dominate much of our waking hours. There’s a growing need to disconnect from the virtual and reconnect with the tangible world around us. The mantra “less scrolling, more strolling” captures this sentiment perfectly, encouraging a shift from passive, screen-based activities to active, physical engagement with our surroundings, particularly through walking. The act of walking, especially with family, friends, clients, pets, or neighbours, offers a wealth of restorative benefits that go far beyond mere physical exercise. […]

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The balance of heart and mind in financial contentment

Navigating the intricate dance of financial planning is not just a cerebral affair; it’s a delicate blend of the analytical mind and the intuitive heart. Money, often viewed through the lens of cold numbers and stark figures, is deeply intertwined with the warm weavings of our emotions and dreams. It demands a symphony of technical skill and emotional intelligence—a symphony that, when played right, can lead to profound financial contentment. The sage words of Maya Angelou […]

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Don’t bank on it being the bank…

How to Recognize and Respond to Email Fraud In a world increasingly reliant on digital communication, email fraud has become a pervasive threat, with scammers employing sophisticated tactics to compromise personal and professional email accounts. They often cloak their schemes behind the names of established brands, sowing confusion and exploiting trust. Cybercriminals frequently target the trusted names of our main banking institutions, capitalising (quite literally…) on their reputations to create a veneer of legitimacy. These impostors […]

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