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12/11/2016

17 Comments

My 5 Key Learnings From 30 Years Of Financial Advice

 
This month marks my 30th year as a Financial Adviser. Watching people grow and achieve, and knowing you might have had a little bit to do with that, has been incredibly rewarding.  In those 30 years, I have immersed myself in the world of wealth management, coaching and mentoring. In fact, I’ve turned in to a bit of a hoarder, taking large amounts of notes and putting together a huge library of books and manuals.

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25/8/2016

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Financial Planning Is Really About.....Delayed Gratification

 
Moving from failure to success in anything will often mean exchanging a bad habit for a good one. Habits around decent wealth management are a great example of this. You probably know what I mean. We focus on the present – we want it and we want it now. The outperformers though resist some of this short-term temptation for an immediate reward and wait to receive a larger or more enduring reward later on.

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20/5/2016

2 Comments

How Bad Money Habits Are Robbing You Blind (And How To Kick Them)

 
I successfully quit smoking 20 years ago today – 20th May 1996 (not that I’m counting). Thank goodness, what a filthy habit!!  

​As anyone who has given up the smokes will tell you, quitting is tough.  In fact, I had numerous attempts before I got it right. 

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