Trust the name with a Legacy

How strong is your financial plan?

How strong is your financial plan?

Two key goals of a financial plan are to help you grow what you have, and help you protect what you have. This is why conversations about financial planning should pay attention to your short-term cover. Everyday insurance is a critical piece of your long-term wealth...
Don’t avoid the struggle

Don’t avoid the struggle

Here’s why money shouldn’t buy your way out of friction. There is a common, unspoken assumption about wealth that many internalise early in life: we believe that the ultimate purpose of money is to reduce or eliminate our problems. We view a well-funded balance...
Talking to your family about money

Talking to your family about money

As the playwright George Bernard Shaw famously observed, “The single biggest problem in communication is the illusion that it has taken place.” Nowhere is this more evident than in our family conversations about our financial lives. We often assume that...
They may not show up on your statement

They may not show up on your statement

One of the metrics used extensively in the financial profession to evaluate a given decision is the Return on Investment (ROI). It’s used in other areas too, like in marketing and operational planning meetings for larger companies and corporations. This metric drives...
Invisible ink

Invisible ink

Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. We plan to wait until they are teenagers to explain the mechanics of a budget,...
The Rule of 72

The Rule of 72

The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated science. You could find yourself thinking that you need an advanced degree just to understand what your money is doing. But...