In a recent article from Morningstar, they raised two excellent points about measuring financial success. Like so many of us, Morningstar believes that great investing advice means understanding our hopes, dreams, and ideals to determine what really matters. It doesn’t just focus on the finish line — it focuses on the journey. Great advice can help people reach their goals. But what exactly does this look like? How do we measure financial success and reach our […]
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Diversification is about more than investing
“A diverse mix of voices leads to better discussions, decisions, and outcomes for everyone.” – Sundar Pichai, CEO of Google Bringing a diversified team of people together seldom happens naturally. Differences can be challenging, and we naturally tend to gravitate towards those most similar to ourselves. Therefore, it is important to be aware of the advantages of diversity and make this a focus in building a successful team. Making wealth is not just about diversifying your […]
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Learning leverages healthy decisions (2/3)
“I am always ready to learn, although I do not always like being taught.” Winston Churchill So often, after about 12-14 years in conventional schooling systems, all we want to do is “get out”! There are exceptional educators out there who take time and energy to nurture not only the minds of their learners but their whole well-being. They’re the ones who take note, take care and take kids seriously. But ultimately, these experiences lightly pepper […]
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Choices and Freedoms
Some of the public holidays that we celebrate and so many of our memorials and statues represent moments in history when people stood up for their rights and freedom to choose. Freedom of choice is a crucial basic human aspiration, whether it had to do with the right to live in a certain area, vote, or have access to equal opportunities. Freedom of choice is also crucial to living in our wealthspace. When we make a […]
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It’s time to turn up the kindness, to yourself
In a recent blog from Marelisa Fabrega, lawyer and entrepreneur, she spoke of 17 ways to be kinder to yourself! It seems like a lot, but when we think about all the ways and times that we put ourselves down, it’s not that much. There’s a reason why this message of needing to be kinder to ourselves has become so pervasive; it’s because poor mental health has greater awareness than ever before. We are growing in […]
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What’s an annuity?
Have you ever heard someone say that you need to make your money work for you? It seems like an impossible achievement for many of us because we immediately think we need a stack of dollar bills to leverage this strategy. And, that’s not entirely incorrect. We do need a large sum invested, but we don’t necessarily need it all at once, and it’s certainly achievable with a long term plan. Here’s a quick overview: Annuities […]
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The benefits of independent financial advice
Never before have we been surrounded by so much bias. Not only our internal bias, but the bias of financial interests from companies, corporations and politicians all vying for our support and endorsement. Sometimes this influenced information is helpful, but most of the time it simply overwhelms us and clutters our ability to make sound, financially confident decisions. Here are a few reasons why having independent financial advice will empower you to thrive. 1 – Independent […]
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The best place to invest
Somehow, despite all the messages to be kinder to ourselves, we have this predisposition to put ourselves down. Along the line, the early messages of “You can do better” become “You’re not good enough.” We live in an age where the focus is on self. As we scroll through social media, we see countless selfies, all the time hoping to find a like, mention or comment on one of our own posts. Slowly, we begin to […]
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Rebuilding your financial confidence
Trauma, misinformation, poor mental wellbeing and life experiences are all factors that erode our confidence. And a lack of confidence affects every area of our lives – from our personal relationships and quality of work, to health and our wealth. Here’s something that we’ve learnt about confidence: it’s not something we arrive at after future success, it’s something we work on today that helps us achieve success in the future. In other words, confidence is not […]
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Can you change how you feel about money?
Here’s the quick answer: yes! That’s the easy part. The challenge lies in the next question: How do I change how I feel about money? There are plenty of books, blogs, podcasts and short courses on how to change how to manage your money better and change how you budget, spend, save and invest. But many people, despite all these resources, still feel stuck and unable to change how they feel about money. In “Mind over […]
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