Balancing Life: What’s Enough?

Recently, I’ve been reflecting on the idea of balance. I often travel overseas to visit clients, but I also try to include visits with family, friends and colleagues that I’ve made and tried hard to stay connected with. We often hear about work-life balance, but this concept can be quite limiting. It suggests a separation...Continue reading

Is your financial mindset enough?

Often, when people sit down to plan their finances, they ask themselves (or their planner asks them), “How much do I need?” or, even more challenging to answer, “How much is enough?” But what if we could dig a little deeper and not just think about ‘enough money’ but a mindset of ‘enough’? When it...Continue reading

Retiring abroad

Retiring abroad is a dream for many expats, offering the promise of new adventures, cultural experiences, and a change of pace. However, planning for retirement as an expat comes with its own set of unique challenges and considerations. From currency fluctuations and tax implications to healthcare and estate planning, there are a myriad of factors...Continue reading

Stuck in the middle with you

If you find yourself sandwiched between the financial responsibilities of supporting ageing parents and grown children while trying to save for your own retirement and settling in a new country, you’re not alone. We’re stuck in the middle with you. Welcome to the “sandwich generation,” a term coined to describe those who are stuck in...Continue reading

Kindness is the most valuable currency

As I sit in my office, reflecting on the countless experiences and interactions I’ve had with clients from all walks of life, I can’t help but marvel at the power of kindness. Throughout my years as a financial planner, I’ve had the privilege of working with individuals who have moved around the globe, immersing themselves...Continue reading

Managing the money mind games

Picture this: you’re sitting at your desk in your recently renovated home office, staring at your computer screen with a mixture of excitement and trepidation. The stock market is soaring, and your portfolio is looking better than ever. You’re feeling like a financial genius, ready to take on the world. But then, suddenly, the market...Continue reading

The rise of sustainable investing

In recent years, we’ve seen a significant shift in the world of investing, with more and more people looking to align their financial goals with their personal values. This has created the space for us to engage with sustainable investing, also known as socially responsible investing (SRI) or environmental, social, and governance (ESG) investing. This...Continue reading

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