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Of All Our Lifetime Assets, Our Health Is The Greatest

Of All Our Lifetime Assets, Our Health Is The Greatest

This past weekend, we took our grandson on his first camping experience. I had been looking forward to these few days with great anticipation, as being outside in nature is my favourite pastime, and sharing this with him and the rest of the family promised a special...

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Human Achievements We Don’t Want When Investing

Human Achievements We Don’t Want When Investing

Investing is like steering a ship through both calm and stormy seas. When we talk about permanent loss in a well-diversified portfolio, we’re essentially discussing the impact of our human decisions on our financial journey. Instead of seeing it as a big problem,...

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Top 10 Retirement Mistakes

Top 10 Retirement Mistakes

Planning for retirement can be tricky, and understanding the most common mistakes can help individuals avoid potential pitfalls. Professionals in this field have shared the top 10 things people often get wrong about planning for retirement, ranked in order of their...

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The Real Cost Of Financial Advice

The Real Cost Of Financial Advice

Navigating the intricate landscape of personal finance can be akin to a journey without a map. The real cost of financial planning advice lies not just in the fees paid for professional guidance but in the stark contrast between a well-structured plan and the...

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Market Predictions For 2024

Market Predictions For 2024

We are in the middle of end of year festive season, sometimes called the silly season. Furthermore, in the financial services world, it is almost time for the silliest season of all, that of predicting what the markets will do over the next 12 months.                ...

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Life annuity or living annuity?

Life annuity or living annuity?

Deciding when to retire is a massive decision we will all face one day. Apart from preparing ourselves for the lifestyle changes that come with stopping work, we must also make some decisions about our retirement investments. One of these decisions is choosing a life...

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A sideways-moving market

A sideways-moving market

We don’t like to talk about markets very often because what they do is beyond our control. Unlike others, we also do not claim to know where they will be in the following days, weeks, months, or years. Years, yes, in years, the markets will go up, but that’s another...

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Simply Having A Plan Leads To More Wealth

Simply Having A Plan Leads To More Wealth

In many of our articles, I bang on about the importance of having a long-term financial plan. The simple reason for this is that most people don’t have a plan, even if they work with a financial planner. A survey in the USA revealed that although 75% of their citizens...

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When retirement comes too soon

When retirement comes too soon

I recently spent some time in the bush with friends, a wonderful way to reset and feed the soul. These friends and I are all in the financial services industry so much of what we chat about, and debate is aspects of our work. A big focus for all of us is the various...

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