Insights

The engine and the compass

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...

Funding your healthspan

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...

Investing in social wealth

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...

Person speaking on a mobile phone while dealing with a leaking pipe beneath a sink, illustrating the role of short-term insurance in managing unexpected household disruptions.

Guarding the basecamp

Lifestyle

Person sitting with hands clasped on a table, representing reflection, financial well-being and the personal relationship between money, mindset and peace of mind.

Redefining true financial well-being

Lifestyle

Young child observing two adults talking in the background, illustrating how children absorb attitudes, behaviours and beliefs about money through everyday family interactions.

Invisible ink

Lifestyle

Person relaxing comfortably at a desk with a laptop and financial documents nearby, illustrating the peace of mind that comes from long-term investing, patience and allowing wealth to grow through compounding.

The Rule of 72

Lifestyle

The financial world is filled with complex algorithms, dense spreadsheets and jargon designed to make investing look like a highly complicated science. You may find yourself thinking that you need an advanced degree just to understand what’s happening with your money....

Group of people relaxing together on a scenic hillside during an outdoor adventure, illustrating the importance of investing in health, experiences and meaningful moments while they can still be fully enjoyed.

The high price of ‘someday’

Lifestyle

There’s a very common narrative that high achievers tend to buy into. It’s the idea of the deferred life. We work relentlessly in our thirties, forties and fifties, pouring all our surplus time and energy into building our careers and our portfolios. We tell ourselves...

Reclaim your future from debt

Lifestyle

If you have ever carried a significant amount of debt, you know that it is rarely just a numbers problem. It is an emotional, social and physiological weight. Whether it is a heavy mortgage, a maxed-out credit card, or a spiralling personal loan, unmanageable debt...