Most of the books above are fictional – in the sense that they don’t technically exist (outside of my mind or this blog). Today, I want to share Devil's avocado: ...

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Most of us want to feel financially secure. How we feel about our financial situation is highly personal. Quite often I speak with people who are worth millions of dollars ...

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The idea that there is one specific way to invest, or to manage your financial affairs, is kind of weird. This might seem like I’m contradicting myself, since when I ...

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Lately, I’ve been joking that I often feel more like a biographer than a financial planner. I now wonder whether that’s really a joke, or actually the truth. The reason ...

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To my mind, financial planners offer four distinct investment services. These services have traditionally been offered as part of a single package, for good historical reasons. For a lot of ...

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If you’re interested in becoming a financial adviser, this article is my attempt to provide some initial thoughts and breadcrumbs. Background to this article Quite a few people ask me ...

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There are many different types of “financial adviser.” You may think you want to engage a financial adviser. Or you may wonder whether it’s worth engaging a financial adviser. That’s ...

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I recently celebrated Fairhaven Wealth’s third birthday. I’ve been reflecting on the past of the business, and its future. In this article I’m going to share some of my thoughts. ...

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I’m going to wear my “futurist” hat  and make a prediction: In the future, there will be a boom industry of people who are paid to have one-off conversations. In ...

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If you decide to engage a financial adviser, you might think that the decision would make you better off financially. That’s not necessarily true. I was chatting with some clients ...

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This week I gave a 30-minute presentation to a group of engineers. I talked about investing and insurance, while emphasising the importance of making financial and lifestyle decisions that are ...

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Every now and then, I see people use the word “fiduciary” when it comes to financial advice. Although I 100% support what the term represents — an alignment between the ...

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I’ve worn braces at two points in my life. The first time was when I was a teenager. The second time was soon after my 30th birthday. The first time, ...

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“I’m not racist, or a Luddite, but…” If you want people to listen to what you have to say, a good gambit is to say “I’m not racist, but…”. The ...

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When it comes to money, I’m a “set and forget” kind of guy. If you have a good investment strategy in place, you should be able to forget about it ...

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