Category: Planning

Plan. But don’t over-plan.

“Plans are worthless, but planning is everything.” – Dwight D Eisenhower I believe that it’s important to plan. That should be obvious: after working in various roles, I’ve found my current calling as a...

How to predict the future

Trying to predict the future is hard. And in some ways, it’s impossible. But it’s a valuable exercise. Because in “predicting” the future, we also increase the likelihood that we can shape it. Lately, I’ve...

Investing is personal

How would you invest if you were 60 and had an investment portfolio of $5 million? And let’s say you enjoyed a lifestyle that costed, say, $100,000 per year, and didn’t have any desire...

Stop complicating your financial affairs!

There are a number of terrific, Kiwi-based, personal finance forums online. For some breadcrumbs, look for Facebook groups inspired by Mr Money Mustache or The Barefoot Investor; check out the Personal Finance NZ subreddit; or Sorted’s...