Financial Planning


Behavioural finance is the study of the influence of psychology on the behaviour of investors or financial advisers. It also includes the subsequent effects on the markets. It focuses on the fact that investors are not always rational, have limits to their self-control, and are influenced by their own biases. This happens with financial markets and financial planning. Often, people will make an investment decision based on others, without thinking it through. Have you ever known someone that followed a trend without really thinking on their own?

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A cash flow analysis & reporting is one of the most important exercises we undertake for our clients. This guide explains what cash flow lifetime planning is and what is not

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In financial planning there are a few universal truths. One of them is that at some point, asset's prices will fall. There are myriad reasons why asset prices fall but the the key is neither to react every time an asset you own dips, nor to become so emotionally attached to an investment that you stay with it no matter what the news

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