LIFEPLAN: WHAT DO YOU WANT FROM LIFE?
Asking questions that will shape your future. Just about everybody wants to become financially secure and independent – so why do so few people get there? One thing is for certain: it very rarely ‘just happens’. It starts with a... Read More →
Evidence Based Investing 101: What are the main drivers of investment returns?
Research conducted throughout the years has identified a number of different factors that play a role in expected returns. When investors structure their portfolio based on these specific factors, they can begin seeing better-than-expected returns. This is known as factor... Read More →
How Much Is Your Time Worth?
As life passes by and our responsibilities increase, there are two things that become more valuable: time and convenience. Our limited time on earth becomes a precious asset that needs to be managed effectively to allocate time for the people... Read More →
Evidence-Based Investing
Chasing tips and trying to guess the market, usually leads to misfortune. Some people are lucky to experience gains but it’s not a sustainable approach and unfortunately, luck isn’t always on our side. A solid long-term strategy will always work... Read More →
What is Life-Centred Wealth Management?
Life-Centred Wealth Management is all about achieving the way you want to live your life, for the rest of your life. It involves a personal and proactive approach to managing your wealth that revolves entirely around you. It starts with... Read More →
Financial Stress? You Are Not Alone – 5 Tips To Help
The COVID pandemic presents not only a health crisis but also a threat to our financial and mental wellbeing. Many people have lost, or have the fear the loss, of their main income source and like other type of stress,... Read More →
Dollar-Cost Averaging Or Lump Sum Investing? It’s Not Just A Financial Question
When investing, two common methods for deploying capital into the markets are dollar-cost averaging and lump-sum investing. What does this mean? Let’s say you have US$1,000,000 available to invest; lump-sum means investing that whole amount into the market all at... Read More →
5 Ways To Stay On Track With Your Investment Strategy
We often say to clients that the best investment strategy is one that you can personally stick to long term. For some, the benefits of investing may seem small to begin with but as each year passes the gains get... Read More →