The benefit of having a financial plan

Posted on: 25th November 2019

The benefit of having a financial plan

However over-used Benjamin Franklin’s* quote may be, it rings loud and true; if you fail to plan, you plan to fail. When it comes to financial planning, many misunderstand the process to be about managing how much you’re spending and saving. For us, it’s about a little more than that… Whilst budgeting is a key […]
Read more
Posted on: 18th November 2019

A flexible plan is a strong plan

For those familiar with personal training you may know that a strength programme is well complemented by a flexibility routine. Some research has shown that stretching can increase muscle mass by over 300%! The same is true for making plans. The more flexibility (room to stretch) your plan has, the stronger it can be. A […]
Read more
Posted on: 11th November 2019

Planning is a process

One of the hardest elements of a plan is that when we begin, it’s largely intangible. It’s hard to commit to something that we can’t see, touch or feel. In our heads, our plans are very real, but further than that – they’re a little hard to engage with. Sometimes, it can be helpful to […]
Read more
Posted on: 4th November 2019

It doesn’t just happen

Success isn’t something that simply lands in our laps. When we look at successful people, we only see their most recent achievements, not the backstory. What we’re actually seeing, is someone who was willing to do what it took to be the best that they could be. Most successful people don’t follow a seven-point plan […]
Read more

    AUTHORISED FINANCIAL SERVICE PROVIDER FSP 639

    We advise. You thrive.

    © COPYRIGHT 2024. ALL RIGHTS RESERVED.

    DOWNLOAD

    CONFLICT OF INTERESTS POLICY

    DOWNLOAD

    COMPLAINTS POLICY

    DOWNLOAD

    PAIA & POPIA MANUAL

    DOWNLOAD

    PRIVACY POLICY