Money Mammoth

by | 13 Jan 2022

MONEY Money Mammoth The Money Mammoth by Brad Klontz, Edward Horwitz and Ted Klontz, helps you get a handle on the tricks your mind plays when it comes to money. Central to the thesis of this useful book is the idea that our attitudes to money are based on a mix of...

Moving on, financially

by | 25 Jun 2021

TRANSITION Moving on, financially Forsaking your monthly pay cheque can be a nerve-wracking experience. Here are some steps to get you comfortable. In February 2020, four months before I was due to leave PwC to embark on a new portfolio life, markets started to fall...

Changing Gear

by | 25 Jun 2021

TRANSITION Changing Gear Transitioning from your main career to a new phase of life is a major psychological challenge. Changing Gear, by Jan Hall and Jon Stokes, helps you prepare for what you may face. Life throws up a few major discontinuities. Being born, having...

Moving on, a year on

by | 25 Jun 2021

TRANSITION Moving on, a year on Reflecting on the first year of my new life, more’s gone right than wrong. The key is preparation. On 30 June 2020 I shut down my laptop for the last time as a partner at PwC. It was a strange ending. No wistful final walk out of the...

What returns can I expect?

by | 11 Jun 2021

INVESTMENT What returns can I expect? Forecasting returns is a seemingly impossible yet essential part of financial planning. We have at least to try, while recognising the uncertainty in any attempt we make. At some point in developing our financial plan, we need to...