Category: Blog

Following on from our previous blog, where I spoke about different seasons… let’s chat about spring cleaning and our finances. Moving countries might feel like starting fresh, but very often we see that there’s a trail of old financial paperwork quietly gathering dust in the background. A pension here, a forgotten investment there, maybe a...Continue reading

Living abroad is a journey made up of many chapters, each with its own rhythms, challenges, and opportunities. Just like the seasons, your financial priorities shift as your expat story unfolds. From the excitement of arrival to the decisions around retirement or repatriation; every stage has a unique financial flavour. (and I love exploring foreign...Continue reading

Volatility is part of the process. Picture this: It’s a Tuesday morning in the south of France. The sun is starting to spill over the tiled rooftops, the chickens are clucking in the garden, and I’ve just sat down with a fresh croissant and a strong café crème. The world feels still, calm, and grounded....Continue reading

These days, investing has never been more accessible. A few taps on your phone and you can buy shares, track markets, and start building a portfolio on your own. But just because you can do something yourself, doesn’t always mean you should, especially when your financial life crosses borders. I work with British, South African...Continue reading

“Thanks, but no thanks.” I’ve always felt that clarity beats courtesy in financial planning conversations. If you’ve ever been on the receiving end of a vague “let me think about it” or a long stretch of radio silence after putting together a proposal, you’ll know how frustrating indecision can be. Especially in financial planning, where...Continue reading

In so many of my chats with the lads at our weekly footie game, we often focus on what’s new, what’s trending, and what seems to be transforming overnight. Even when walking through our local village markets with my girls, we’re on the lookout for anything we haven’t seen before. It’s easy to get caught...Continue reading

Morgan Housel’s Same as Ever is a refreshing reminder that while the world around us may be changing at breakneck speed, the core principles of financial success remain the same.  In a world obsessed with hacks, trends, and the latest tech breakthroughs, Housel asks us to pause and reflect on what truly drives wealth, stability,...Continue reading

Living here in the beautiful Tarn countryside of France, life has a rhythm of its own. Every morning, as the sun spills over the rolling hills, I step into the garden to check on our chickens—the beloved YuillesPoules. (Although, to be fair, it’s often raining!) Over the years, these clucking little philosophers have provided more...Continue reading

If you’ve been following #ChickenTuesday on my LinkedIn updates, you’ll know that the YuillesPoules—our beloved flock of clucking beauties here in our backyard—are more than just a source of eggs. They’ve become a source of inspiration for many of my financial planning lessons.  And today, their wisdom shines a light on one of the most...Continue reading

When you’ve built a life abroad, your pension shouldn’t hold you back. As an expat, you need to align your retirement savings with your new lifestyle and financial goals, whether you’re relaxing in a French countryside retreat or enjoying the sunshine on the East Coast. Managing pensions across borders comes with challenges, but it also...Continue reading

Moving abroad comes with its fair share of adventure, but it also brings financial complexities that many expats don’t anticipate. Chief among these is the question: What happens to my pension now that I live overseas? Whether you’ve made the sunny vineyards of France your home, swapped rainy England for the wide-open spaces of South...Continue reading