Insights

Retirementality is a way of rethinking retirement as a more flexible, purposeful and personally defined stage of life. For decades, many people were encouraged to imagine retirement as a fixed destination. You worked until a certain age, stepped away from your career...

Financial generosity doesn’t have to wait until every other financial goal has been achieved. When bills pile up and monthly expenses already feel demanding, it’s understandable to hold back on giving. Generosity can easily start to feel like a financial finish line –...

Financial psychology can influence our money decisions in ways we may not even realise. (Financial psychology explores the emotional, cognitive, social and cultural factors that influence how we think, feel and behave around money.) Researchers at Queen’s University...

Holistic financial planning starts with seeing your financial life as one connected system rather than a collection of separate products, accounts and decisions. A common belief is that when it comes to wealth, we should never put all our eggs in one basket. It’s easy...

A true financial thinking partner brings far more to your financial journey than investment advice, tax optimisation and financial product recommendations. Those technical elements certainly matter, but they’re only part of the picture. By understanding the person...

Short-term insurance is perhaps the ultimate grudge purchase. Every month, we watch another premium leave our bank accounts. We insure our cars, homes and household contents, often wondering whether we're simply throwing money away. After all, if we haven't submitted...