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Are you an investment collector?

Have you accumulated a number of different investments and pensions, but there's no clear strategy and you're not really sure what they are doing for you? How will they help you live the life that you want? Perhaps you have an Emerging Markets fund here, a US fund or some gold over there, perhaps an investment your employer chose for you twenty years ago? You may have become an investment collector! In this video I touch on the importance of having a clear investment strategy/philosophy that you really believe in.

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When is the right time to invest?

When is the right time to invest? In this video I explore this question that I am often asked. Crystal ball at the ready! đź”®

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Welcome to Best Life Financial Planning

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The Financial Planning Process

What is involved in the financial planning process? From when you first contact us at Best Life Financial Planning to working together on an ongoing basis.

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Financial Forecasting (Cashflow Modelling)

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The Slippery Slope Fallacy and the Illusion of Control Bias

Two things that cause investors to make mistakes: 1.) The Slippery Slope Fallacy 2.) The Illusion of Control Bias It is often the behaviour of the investor that gets them into trouble. Being aware of your biases can help you make better investment decisions. A caring Financial Planner will keep you on track and stop you from making the big financial mistakes.

Books

The Psychology of Money – Morgan Housel

The Psychology of Money - Morgan Housel Timeless lessons on wealth, greed, and happiness

Rich Dad Poor Dad – Robert Kiyosaki

Written by Robert Kiyosaki and Sharon Lechter in 1997, Rich Dad Poor Dad is based mostly on Kiyosaki's young days spent in Hawaii.

Atomic Habits – James Clear

People think when you want to change your life, you need to think big. But world-renowned habits expert James Clear has discovered another way.

Enough? How Much Money Do You Need For The Rest Of Your Life – Paul Armson

How much money do you really need for the rest of your life? Research shows that the majority of people have no idea where they are heading financially.

The One Page Financial Plan – Carl Richards

Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they've begged, "Just tell me what to do."

The Investment Answer – Gordon Murray and Daniel Goldie

The good news is that people today expect to live longer, healthier lives. The bad news is that many of us will not have enough money to retire comfortably.

Your life is not about making money,
your money is about making a life

MITCH ANTHONY