01 Feb

Navigating Finances in Relationships

Auckland Money Advisor Financial Planner in Auckland Auckland Financial Consultant
In the ever-evolving landscape of relationships, the age-old practice of merging finances and changing names has given way to a more nuanced approach. Many couples maintain separate identities and finances due to increasing relationship
07 Feb

What Money Really Means to Us

Auckland Money Advisor, Financial Planner in Auckland, Auckland Financial Consultant
I’ve been thinking a lot about what money means in our lives. Is it about financial independence, financial security, or just learning financial management? Well, it’s time we dive deeper into this. First things first, we
09 Nov

Financial Fulfilment

Financial fulfilment means different things to different people.  But, whatever it means to you, a really good starting point is to apply the principles from George S. Clason’s book, The Richest Man in Babylon. The book may have been written before computers and technology took over our lives (first released...
02 Nov

Is Being Rich the Same as Being Wealthy?

On the face of it, the two words seem to mean the same thing. But, that is not actually the case. Lance Drucker is a Financial Adviser and recently came across an article in the Wall Street Journal that asked the question, “Do You Know the Difference Between Being Rich...
26 Oct

How is Your Financial Self-Care Right Now?

We survived YK2, the 87-stock market crash and the 2007/2008 GFC, and fought our way through Covid-19.  Unlike other major world events, the Coronavirus (directly) impacted your health, so your first rule of financial self-care is to take care of your health and that of your family. Have you...
19 Oct

The Most Important Money Lesson For Kids

What is the most important lesson to teach your kids when it comes to money?  Simple. “Don’t spend all your money!” You give your little Johnny a chocolate bar and don’t say anything, they’ll eat the whole bar.  The same goes with money.  If you give them money, they’ll most likely...
12 Oct

See the Opportunity!

As upsetting as being in an economic crisis is, it is going to end.  And it will bring major changes to all our lives as we adjust to price hikes and live a new money-conscious style of life. The change is beginning to come too. Businesses are innovating.  They’re developing...
05 Oct

7 Tips to Deal With Debt Stress

Six out of 10 Americans say money is a “significant form of stress” for them.  But, if you’re willing to do the work, debt stress relief is possible — even if your debt lingers. This paragraph was the opening statement of an article in an online magazine, Better, published by...
28 Sep

You Can Learn to Manage Money

Were you taught to manage money?  If you weren't, you are not alone. Most of us weren't and for those that were, it just isn’t taught very well.  Managing your money is a learned skill.  We start learning about money from our our environment - our immediate family and...