What harvest festival can teach us about finances

  Harvest Festival will soon be upon us.  Those harvest baskets full of fruits and vegetables and celebratory songs have been a way of giving thanks since pagan times.  But Harvest Festival is more than just a celebration – it has also been used as a way to save food and supplies in times of … Continued

Harvest festival

How to create healthy new habits

  September is a month of new starts. Back to school, back to work, back to business for many of us after the holidays. And because the school holidays or summer breaks often mean a break in routine for many of us, it’s a great time to break bad habits and build newer, better ones. … Continued

Teach your children about money this summer

  The summer holidays are well underway and many parents and grandparents will be suffering from complaints of boredom or working out how to keep young people entertained (and away from their devices) without spending a fortune.   The break in the academic year, however, can provide a valuable opportunity to put into place a … Continued

two years old child sitting on the floor and putting a euro coin into a piggybank.

The Difference the Right Financial Adviser Makes

    In 2017, one of our strategic partners Dimensional Fund Advisors conducted an investor feedback survey on behalf of financial advisers who work with them. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships. It also demonstrates how the right financial adviser plays … Continued

What’s Your Risk Tolerance?

Whether it’s the World Cup or Wimbledon, this time of year is heaven for sports lovers. And a love of watching those intense, nail biting feuds on the TV can be a sign of your overall risk tolerance. Studies show that just watching sports increases our adrenaline levels, and those who love the rush of … Continued

Ian Kemp – Registered Life Planner

A momentous day for our financial life planner Ian Kemp! After 12 months of challenging study and training, Ian has become a Registered Life Planner with The Kinder Institute of Life Planning. The culmination of a journey for Ian as he finds better ways of supporting and helping clients live more fulfilling lives. Traditional financial advisers focus … Continued

Use It Or Lose It

You’re looking forward to the day when you can finally stop working and do all those things you’ve dreamt about – spending more time with the family, travelling to glorious places you’ve seen in magazines, getting fitter, taking up a new hobby, becoming more active in the community etc. You’ve spent time with your financial … Continued

How To Get Your Missing Hour Back

We all know when the clocks ‘spring forwards’ we don’t actually lose an hour. But the truth is, until the clocks go back again in October, we sort of do. What is most interesting is how quickly we adjust to the change. In all aspects apart from one key element, saving time is much like … Continued

get missing hour back

7 Steps To Spring Clean Your Finances

A few simple tasks to take care of your finances of at this time of year will save you time, worry and possibly a good deal of money in the year ahead. For the rest of the world, New Year comes in January (or February for China) but when it comes to finance, the end of … Continued

spring clean finances

What is Evidence Based Investing?

A guest blog by Robin Powell, an award-winning journalist and financial educator. He blogs as The Evidence-Based Investor at evidenceinvestor.com. A phrase you may have heard about lately is evidence-based investing. You would have thought that, in investing, as in, for example, medicine or criminal law, everything is based on evidence as a matter of … Continued