What do I know, really?

We live in a world of quick answers and surface-level advice. From TikTok clips on crypto to Instagram influencers offering investment tips. There’s no shortage of noise telling us what to do with our money. But when your financial future spans multiple currencies, tax systems, and time zones, you don’t need more noise. You need...Continue reading

Clarity beats courtesy

“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

Don’t find yourself in a scramble!

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

The power of patience in financial growth

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

Why I prefer conversations over fancy tech

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

Heart health and your money

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

Planning for caregiving

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

Scroll to top