The secret of wealth-building that often goes unnoticed is not just how we manage our money, but how we manage our time. Time is a finite resource. Once we spend it, we can’t get it back. Learning how to leverage time effectively can distinguish you as a top performer, and as someone who truly understands...Continue reading
You’re looking for more than a number-cruncher when seeking integrated financial planning services. This is because you’re essentially seeking a partner in a very critical area of your life—your financial future. And much like any other meaningful relationship, the foundation isn’t just built on expertise but also on mutual values and shared culture. Simon Sinek...Continue reading
How often have you found yourself making impulsive decisions about your investments based on headlines or peer pressure? Maybe you’ve even shifted your entire asset allocation because of these emotions. If this sounds familiar, you’re far from alone. Carl Richards, in his groundbreaking book “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with...Continue reading
Socratic Questioning and Guided Imagery In our previous blog, we discussed how cognitive distortions can influence your decision-making, emotions, and, ultimately, your financial well-being. In this one, we’re diving deeper into specific techniques that can help you combat these distortions: Socratic Questioning and Guided Imagery. These tools not only help in mental health but can...Continue reading
The Psychology of Financial Planning Have you ever found yourself spiralling down a mental rabbit hole, arriving at a worrying conclusion about your finances without consciously deciding to ponder over it? If so, you’re not alone, and it’s not your fault. The Power of Thought Patterns Humans naturally develop schemas, or cognitive frameworks, to understand...Continue reading
Our lives are saturated with information, so it’s important to scrutinise what we consume, especially when it comes to financial news and our use of social media. The core objective of social media isn’t necessarily to make you a more informed member of society. Instead, it’s driven by the motive to capture your attention, to...Continue reading
The emotional toll of losing a loved one leaves us unprepared for the logistical labyrinth that follows: the administration of their estate. Navigating this complex process can feel like a second loss, rife with hidden costs, legal hurdles, and unexpected delays. With the insights from this blog, you’ll be better equipped to navigate these challenges....Continue reading
The lines between personal beliefs and universal truths often blur, and the role of a financial planner becomes ever more critical. As we wade through the waters of modern finance, it’s easy to be swayed by popular opinion or individualised perceptions of reality. But what’s vital is ensuring that our decisions are made based on...Continue reading
Debt can be overwhelming, often feeling like a never-ending battle against numbers that just won’t budge. It’s not just your bank balance that takes a hit; it’s your mental well-being, too. If you’ve been struggling with the emotional and psychological toll of financial instability, you’re not alone—and there’s hope. In the upcoming blogs, we’re going...Continue reading
You know how sometimes we tend to procrastinate when it comes to our finances? Yeah, we’ve all been there. Procrastination can be a major roadblock to achieving our financial goals. But did you know that Nancy Kline’s Time to Think methodology can help us overcome that? It’s all about creating a thinking environment that encourages...Continue reading