Insights

In recent Insights pieces, we’ve been exploring a completely different way to view our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the inner workings of the stock market. We’ve stepped away from the spreadsheets and the...

Your healthspan may be the most important asset in your financial plan, yet it's often the one we invest in the least.It’s completely natural to obsess over the numbers on our investment statements. We track the growth, review our asset allocation and carefully...

We often forget about investing in social wealth when focusing on financial planning. Instead, we dedicate the best, most energetic years of our lives to building a fortress of financial security. We work long hours, take on additional responsibilities and sometimes...

Life satisfaction may be one of the most important financial planning goals we never talk about. When considering our budgets, financial planning and risk products, it’s easy to ask questions about what we have and what we lack. But what if, in all this planning and...

The mirror of our bank statements: aligning our wealth with our values. Have you ever noticed how increased access can actually create more anxiety and worry? It’s wonderful to be able to text someone in our family and make sure they’ve arrived safely. But what...

Two key goals of a financial plan are to help you grow and protect what you have. This is why conversations about financial planning should include your short-term cover. Everyday insurance is a critical part of your long-term wealth strategy, helping ensure the...