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
Let’s face it—financial planning can be a dry topic. When you start throwing around words like “compound interest,” “asset allocation,” or “diversification,” most people’s eyes start to glaze over. So, while I could fill meetings with charts, graphs, and spreadsheets, I’ve found that connecting through stories and relatable examples works so much better. Over the...Continue reading
That feeling in the pit of your stomach when you’re about to make a life-changing decision – I know it well. As someone who’s moved between countries multiple times and now helps others do the same, I’ve become intimately familiar with the unique anxiety that comes with international relocation. Whether you’re staring at job offers...Continue reading
Having spent some wonderful years in South Africa, I’ve come to appreciate not just the rich culture and landscapes, but also the importance of health awareness, especially when it comes to heart health. September is heart awareness month in South Africa, and on the 29th we celebrate World Heart Day—a moment to remind ourselves just...Continue reading
As our loved ones age, many of us will find ourselves stepping into the role of caregiver, a role that can be both rewarding and challenging. The transition into caregiving often comes with many questions: How can I best care for my loved one? How do I ensure their wishes are fulfilled? How do I...Continue reading
As an international financial planner licensed in the UK, US, France, and South Africa, I’ve had the privilege of working with expats and global citizens from diverse backgrounds. This experience has shown me that while our financial challenges may vary, the psychological principles that guide our decisions are remarkably universal. This is where the concept...Continue reading
True financial wealth isn’t just about hitting specific monetary targets. It’s about crafting a life where your resources are aligned with your values and aspirations, leading to a sense of fulfilment beyond the bank balance. In Brian Portnoy’s The Geometry of Wealth, he explores how financial success is ultimately about achieving funded contentment—a balance between...Continue reading