Blog

Practical money and life insights for high achievers who want to live without regrets.

Legacy in Action: How Small Acts of Kindness Shape a Lifetime of Impact

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.

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The Best Things in Life Are Free: Heart-Centred Financial Planning and the Joy of Community

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.

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How to Prepare Your Children for Inherited Wealth

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.

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