Cultivate cunning-investor habits

Posted on: 28th September 2021

Cultivate cunning-investor habits

We’ve said it before; we’ll say it again: the markets don’t make us wealthy; our habits make us wealthy. Investment success is primarily due to behaviour – not luck. As you will probably know, one of the mature investment perspectives reminds us that it’s not so much about timing the markets as much as it’s […]
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Posted on: 21st September 2021

Breast Cancer: Awareness is key

When it comes to financial planning, we acknowledge that we cannot avoid all risks, whether in the markets or in our daily lives. Although we can’t avoid risk, we can reduce our exposure (mitigate) to risk. When it comes to breast cancer, awareness is helpful for peace of mind and reducing our risk. October marks […]
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Posted on: 14th September 2021

Investing in your forties & fifties

As with all stages in life, we experience change and growth. The way that we work with our money is different with each decade or each significant milestone. These changes impact our earning ability, budgeting behaviours and the way that we perceive and define value. When we’re young, the value of a robust financial portfolio […]
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Posted on: 7th September 2021

Good habits help avoid bad debt

We’ve worked with countless clients who earn plenty of money and still struggle with debt. But how can this be?  When most of us look at other people, we make a judgement call on their wealth. We all do it. And the quickest perceivable solution is often: I just need to earn a little more […]
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