FINANCIAL WELLNESS WHEEL
We guide you through a comprehensive process that fosters awareness of areas where you and your family might lack sufficient safeguards against unexpected events. Our aim is to provide a clear understanding, helping you devise effective strategies for achieving the things that are important to you.
We work to align the 3 key areas of advice:
- Cash Flow
- Wealth
- Contingency
How do you express stress with your money?
We’ve all been there: that moment when life throws you a curveball and stress builds up. Your palms might get […]
Your assets should fulfil your ‘why’
Financial planning, for most people, brings to mind a labyrinth of paperwork and the perpetual agony of tracking every dime […]
Threat, Stress, and Trauma: The unspoken influences on your money personality
Have you ever wondered why some financial decisions are harder to make than others? It’s not always just about the […]
Time, the ultimate wealth-building asset
The secret of wealth-building that often goes unnoticed is not just how we manage our money, but how we manage […]
Understanding the role of culture in your financial journey
You’re looking for more than a number-cruncher when seeking integrated financial planning services. This is because you’re essentially seeking a […]
Closing the Behavior Gap: Navigating emotional money mistakes and asset allocation
How often have you found yourself making impulsive decisions about your investments based on headlines or peer pressure? Maybe you’ve […]
Rewiring your financial mindset (II)
Socratic Questioning and Guided Imagery In our previous blog, we discussed how cognitive distortions can influence your decision-making, emotions, and, […]
Rewiring your financial mindset (I)
The Psychology of Financial Planning Have you ever found yourself spiralling down a mental rabbit hole, arriving at a worrying […]
Entertained or educated?
Our lives are saturated with information, so it’s important to scrutinise what we consume, especially when it comes to financial […]
Costs, Delays, and Challenges of Estate Administration
The emotional toll of losing a loved one leaves us unprepared for the logistical labyrinth that follows: the administration of […]
CONTACT US
to arrange a consultation, call or email us
Martin Morris
Office: +61 2 8821 7090
Mobile: +61 414 629 766
REQUEST A CALL
Contact our friendly team today
Required fields are marked with an asterisk (*).