Blogs List

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Money Spent is Kinetic Energy, Money Saved is Potential Energy

April 30, 2021

Money Spent is Kinetic Energy, Money Saved is Potential Energy

Money is a lot like energy – it is simply shifted. It’s like an energy source. Money doesn’t care whether you spend it on a holiday, give it to your kids, donate it to charity or set it on fire (but ...

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3 Things That You Need to Do, We Just Don’t Know What They Are Yet!

April 29, 2021

3 Things That You Need to Do, We Just Don’t Know What They Are Yet!

When Dallas was younger, he was a keen martial arts student. After each fight, his coach would give him a Post-It note with three things on it that he needed to fix. These three points helped Dallas ...

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Do or Do Not, There Is No Try

April 28, 2021

Do or Do Not, There Is No Try

There is a classic saying that comes from one of our favourite characters, Yoda, in the Star Wars series. The wise old Jedi Master says to Luke Skywalker:   do or do not; there is no try. In other ...

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You’re Right Where You Want to Be…

April 16, 2021

You’re Right Where You Want to Be…

Michael’s son had his first day of school this year. In the week leading up to it, he was incredibly anxious about his first day – it was almost challenging to even get him into the car! But the ...

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Goals, Then Plan, Then Portfolio

April 15, 2021

Goals, Then Plan, Then Portfolio

Whenever we tell people we’re financial advisers, the first question we get asked is ‘what is a good investment?’ or ‘what should I invest my money in?

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Owning Vs Lending

April 14, 2021

Owning Vs Lending

Since the dawn of time, companies have been able to borrow money in order to add value to a product or service, then charge a premium for that product or service and sell it to make a profit.