Trust the name with a Legacy

Asking better questions

Asking better questions

When we sit down to discuss finances, the natural instinct—is to get straight to work. We want to be productive. Because of this, the conversation almost always begins with a variation of the same well-intentioned question: “How can I help you today?” or...
Why your brain is working against your retirement

Why your brain is working against your retirement

How are you feeling about your retirement plan? For many, this is a stress-filled question, leading them to avoid diving too deep! For others, they like to spend a lot of time looking at spreadsheets when planning for the future. They love analysing cash flow,...
Who contributes to your success

Who contributes to your success

There is a persistent myth in modern culture about the “self-made” individual. We celebrate the singular entrepreneur, the disciplined saver, and the visionary leader. We are naturally drawn to stories of individual grit. But if we are honest, the reality...
The core and the explore

The core and the explore

Have you ever felt a pang of anxiety at a dinner party when someone mentions the incredible returns they just made on a new tech stock or emerging trend? It is a very human reaction. We are wired to seek progress, and watching someone else seemingly sprint ahead can...
Safety has a cost

Safety has a cost

“One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again.” Whilst this quote by psychologist Abraham Maslow is not usually found in financial textbooks, it certainly...
Purpose, not predictions.

Purpose, not predictions.

Strong financial plans are crafted with meaningful purpose, not more predictions. If you turn on the financial news or open the business pages, you will see an endless parade of predictions. “Markets set to rally.” “Recession looming.”...