October 24, 2016
A Values-Based Approach
Values-Based Financial Planning is not a slogan – it’s an international network of advisors with a singular focus to embed a personal, more client centric approach into their business....
Wealth Accumulation
October 10, 2016
Simplifying your investments
When it comes to investing, a key priority is to ensure there is a link between an investment (it’s purpose for inclusion in your strategy) and what you are aiming to achieve. Often we find that a broadly diversified...
October 10, 2016
Who is our Money Manager?
When it comes to helping clients manage their money, we seek partners who are consistent in their approach, clear about their purpose and look at managing the investment as if it were their own. My practice has worked closely...
October 10, 2016
Adding Incremental Value
Our preferred money manager, Dimensional, has an approach to investing money that continually seeks to add value, irrespective of the size of the saving. As long term investors, the firm appreciates that every dollar counts and fight hard to...
October 7, 2016
Sean’s Journey
Sean and Bret have known each other since they were schoolmates, though Sean recalls that it was only when his kids came along that he started to seriously consider managing and protecting his income and – one day – his...