Legacy planning is about much more than financial gifts with a narrow focus on death and helping your children buy homes. Legacy planning is more powerful when it becomes a family endeavour. Engaging your loved ones in discussions around charitable goals can create shared values and a sense of purpose.
Blog
Practical money and life insights for high achievers who want to live without regrets.
Unlocking a 100-Year Life: How Setting SMART Fitness Goals Can Supercharge Your Retirement
Now that your days are no longer tied to a job title or office hours, your fitness goals should reflect the person you are today, not who you were during your career. By setting SMART fitness goals and embracing a routine you enjoy, you can thrive as part of the longevity revolution.
Legacy in Action: How Small Acts of Kindness Shape a Lifetime of Impact
You don’t need to be a billionaire or have special skills to make a difference. Every small act of kindness, when done with intention, creates a ripple effect that can change lives. In both financial planning and community service, the key is to be proactive and make decisions that reflect what truly matters to you.
The Best Things in Life Are Free: Heart-Centred Financial Planning and the Joy of Community
In heart-centred financial advice, we emphasise aligning financial decisions with deeper life goals rather than chasing superficial wealth. Your money is not just a tool for accumulating wealth, but a resource to help you write your next chapter in a multi-chaptered life. It’s about using your resources to live authentically, pursue what matters most, and create a life filled with meaning, connection, and joy.
The Money Will Take Care of Itself: A Heart-Centered Approach to Financial Planning
We crave a different narrative around financial planning—one that’s less about chasing returns and more about crafting a life story that aligns with our true values. In my upcoming podcast, I will explore these themes further. This podcast will be a journey—one that takes us through the highs, lows, and transitions that define our stories.
Unlock Your New Chapter: How Wealth Management Services Can Transform Your Retirement Journey
Experiences, shaped by years of decisions and circumstances, play a significant role in how you approach money today. Understanding this influence can help you make better decisions and fully enjoy the next chapter of your life with the guidance of heart-centred financial advice.
Syncing Your Retirement Plans: Key Conversations for Pre-Retirees
Retirement is a significant milestone that many couples look forward to, but planning for it can be complex, especially when spouses have different timelines. Synchronising retirement plans requires open communication, careful planning, and a heart-centred approach.
Embracing the Empty Nest: Rediscovering Life’s New Chapter
The empty nest phase can be challenging, it is also an opportunity for growth and rediscovery. With the right emotional support and financial guidance, it is possible to embrace this new chapter with optimism and excitement.
How to Prepare Your Children for Inherited Wealth
As parents, one of the most significant gifts you can leave your children is not just wealth but the knowledge and wisdom to manage it responsibly. It’s crucial to have honest discussions about your wealth and what your children can realistically expect to inherit.
Envisioning Your Dream Retirement: A Holistic Guide to Fulfillment
Entering retirement without a clear plan can lead to feelings of aimlessness, financial insecurity, and lack of fulfilment. Successful retirement planning is about more than just money. It’s about envisioning a holistic retirement plan that aligns with your values and goals.
Retirement Reimagined: Embrace a New Chapter of Purpose and Fulfillment
The traditional view of retirement as a complete withdrawal from the workforce is becoming outdated. Retirement should be about more than just having enough money—it should be about creating a fulfilling and inspiring life.
Revamp Your Life: Transform Your Career with Heart-Centred Financial Planning
Viewing your life and career through a 100-year lens allows you to create a fulfilling and adaptable life plan. Heart-centred financial planning can help you narrate your story, focusing on personal and professional fulfilment rather than just financial gain.