The universal truths within great businesses

In my Lifestyle Financial Planning work, I’m privileged to be able to help clients – many of them business owners - to focus on what matters to them. In helping them to focus on what their money is for, I learn a lot too. Based on these day to day experiences - and with the help of some background research - there seem to be some Universal truths within great businesses. Here are some of them...

Over 60? Discover how YOU could soon be kissing goodbye to your money worries

If you’re worrying about bills, need cash to help your family or can no longer afford the hobbies and holidays that you used to enjoy, then you’ll be relieved to know that if you’re over 60 and a homeowner, there could be light at the end of the tunnel. 

What's the money for?

I often work with business owners and retired business owners who are making money or who have already made money. A question I often ask is, "what's the money for?" Some of the answers are obvious...

If you were given a chance to...

If you were given a chance to know what happens in your future, would you take it?

Would you want to know?

Would you want anybody else to know?

Perhaps a better question is, “if you were given the chance to create your future, would you take it?”

The human face of money

There are two sides to money.

One side is the 'left brain' analytical, number-crunching side that works with data, structure and the organisation of money.

The truth about money?

What is money?

Understanding money is really about understanding human nature.

Money is a strange subject. I’ve been working in the world of money for 22 years. I do a lot of listening and I hear a lot of different perspectives. What I’ve noticed is that money is emotionally charged – or rather our response to it is. The money in our lives – and whether we attract or repel it – is often a reflection of who we are. The subject of money reveals a lot about our hopes, our dreams and often our fears.

OPINION: The importance of planning ahead

"If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us."

NEWS: Don't miss out on extra income

Those approaching retirement often miss out on extra income from enhanced pensions.

Up to 65% of people retiring at age 65 could qualify for an enhanced annuity, according to annuity provider Just Retirement.

OPINION: It's a jungle out there

"It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change."

This quotation is often attributed to Charles Darwin. 

But what is the connection with financial planning?

OPINION: Is your Financial Navigation System up to date?

Many of us use in-car GPS Satellite Navigation to go to new places.  This guidance system relies on three simple elements: it tells you exactly where you are now, you tell it where you want to get to and it shows you exactly which way to go, step by step.  Brilliant...