Money Wisdom
Taking stock of your return on spending
Before we rush into another year of goal setting, it is good to pause and ask: did my spending this year help me live a better life?
Beyond the trust deed – a team-based approach to legacy planning
A trusted wealth adviser and business exit specialist are among those needed in a proper legacy and estate planning team
When knowing too much makes you poor: A lesson from the Ritz
The deeper money lesson is that it is not about knowing more or having more, but about seeing rightly
Investment-linked insurance plans: That welcome bonus could cost more than you expect
There is no reason to have ILPs in one’s portfolio, given their high fees, limited fund options and lock-in structure
Succession with purpose
Succession, whether for a country or a company, is not merely about replacing leaders or in the case of a company, owners. It is about preserving purpose, values and culture
Assessing risk tolerance is a lifelong conversation
Building a portfolio entails understanding one’s appetite for risk, and knowing that this changes through one’s lifetime
Balancing wealth, health and ikigai through life’s changing seasons
We cannot control the passage of time – but we can choose how we travel through it
Leaving a legacy beyond wealth
It starts first with you living out your values, beliefs and convictions on a daily basis
Stay invested for the long run? Think again
If you are feeling overwhelmed, worried about job security, falling investments or growing debt, this crisis might be your invitation to reset
How to make an impact that outlives you
Your legacy isn’t measured by wealth alone, but by the lives you touch, the wisdom you share, and the values you uphold
