Religion, politics and money are all connected – and probably always have been! This is because they’re all currency for influence, power and status. These three topics can become highly volatile when we’re in social settings as they’re super subjective. The markets, politics and religion all give us a sense of belonging, purpose and stories to share. Since they offer so much meaning, we’ll likely talk about them at any chance. Depending on the crowd we’re […]
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Ask for help
“What I want in my life is compassion, a flow between myself and others based on a mutual giving from the heart.” ― Marshall B. Rosenberg You’re not weak or lazy – everyone needs support. We thrive when we work together, each being able to share our strengths whilst others fill in the gaps with their strengths. We recently heard a story of a mom who was collecting her daughter from school, and the ensuing conversation […]
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Can the Enneagram help you with your money habits?
If you’re not familiar, the Enneagram is a personality typing tool that focuses on why we do what we do. It is a model of nine interconnected personality types – from the Ancient Greek word “ennea” for nine. A quick Google search will tell you what you need to know and guide you to free tests if you’d like to dig a little deeper. Over the last few decades, the Enneagram has grown in popularity, proving […]
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Holiday-proof your financial plan
Holidays should be a time of restoration and relaxation. But for savvy investors, who are seldom able to switch off or turn down the volume on their analytical brain activity, it can be a time of stress and panic. Whether you’re entering your annual time of leave or it’s a sneaky mid-year break, if you’re understandably nervous about your financial plan, fear not. While no portfolio is fireproof to completely uncontrollable events like black swans and […]
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Can you control it?
We permanently activate our fight-flight-freeze-appease response when constantly performing at our peak. This acute stress response activates our sympathetic nervous system and keeps us unhealthy or from experiencing deeper joy and fulfilment in life. Blogs and TED talks abound on how we’re living in an age where our stress level is way above a healthy normal, and we need to find ways to reduce our stress to enjoy more of life. Stress can be relieved in […]
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Where do you see yourself?
Mark Manson, New York Times bestselling author, believes that life tends to unfold in stages and that problems arise when we get stuck on one stage. He speaks about four stages of development: mimicry, self-discovery, dedication and legacy. Some of us move between these stages effortlessly, while others may take a little longer. Manson says these stages are a natural progression, but we can only go on to the next stage once we are ready. Mimicry […]
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When the conversation goes south…
Despite our best-laid plans and most honourable intentions, conversations about money can go south quickly! There’s never going to be a perfect time to talk about money dreads or financial dreams, but preparing our partner or family for the chat, and finding a space where we won’t be interrupted is always helpful. It’s also helpful to think about what you want to say, but you can never know exactly how others will feel about it. In […]
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Helping your parents with their financial independence
In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our profession are starting to frame it. But the reality is, as the sandwich generation, we can’t only be thinking about our own and our kids’ financial futures; we also need to be thinking about our parents’ financial futures. Living at a time when fewer and fewer people can afford to live without working […]
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Family financial conversations
Have you ever paused to think about why you feel the way you do around money? We interact with money based on our attitude towards it, which usually stems from how we observed our family dealing with money when we were growing up. At SFP, we often draw alongside clients who used to try and hide financial issues from their families or simply avoid addressing the problems themselves. They did this in an attempt to protect […]
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Helping your kids with their financial independence
We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and expectations are slowly starting to shift in a powerful and exciting direction. Instead of only talking about retirement, we’re starting to use words like financial independence. And rather than focusing on traditional milestones, like 65+ years, we’re starting to look at shifting timelines based on goals and lifestyle plans that are based on purpose and […]
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