A Good Plan

A good plan is like a road map: it shows the final destination and usually the best way to get there. Make sure that who ever helps you design your plan actually knows what the destination looks like and preferably has followed the same route that they expect you to...

If You Can Dream It You Can Achieve It

The ability to articulate your goals is an important part of Financial Planning. You see we create a Financial Plan to help us determine where we want to be at any particular point in time and part of wanting to be at a particular financial position as a particular...

Live For Today or Plan For Tomorrow

While Kiwi saver is all about planning for the future, what has happened to living in the moment? I often tell my clients that a saying that struck me nearly 20 years ago still holds true today and that is “Live like you will die tomorrow but invest like you...