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Understanding the Lingo – the ABC’s

There is a lot of terminology that is used in the financial planning profession that, for most, is not used in day-to-day life. Katrina explains a few of these terms in her latest article.

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The human in financial advice

I do like a good book, and having just read a particularly interesting piece from philosopher Dr Simon Longstaff called Everyday Ethics: The daily decisions you make & how they shape the world, I felt moved to share my favourite quote from the book.

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The secret to financial fitness revealed

It’s often said that the secret of success in any endeavour is “stickability,” your capacity for staying committed to a goal. But success also depends on having goals you can stick with. Managing that tension is what an advisor does.