Life & Financial Coaching


Educating Our Youth

May 13, 2014

The Wall Street Journal recently highlighted an excellent initiative by the Charles Schwab Foundation in relation to personal finance education. Below is the piece:

Carrie Schwab-Pomerantz, 54 years old, didn’t have a lot of money growing up. What she did have was a role model in […]

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The Charm of the Lottery

May 9, 2014

There are a lot of people out there that see winning the lottery as the easy answer to their prayers. It’s the shortcut to an easy life, or so they have us believe.

For one thing, it doesn’t work out well for everyone that wins. And […]

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Financial Biases You Didn’t Realise You Had

February 27, 2014

Research over the last couple of decades has shown that as much as the finance system assumes that we, as individual investors, are rational, the reality is we are certainly not. The dotcom bubble and the global financial crisis certainly reinforce the fact.

A key consideration in this […]

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The Richest Man In Babylon For Today – 10 Steps To Financial Success

December 24, 2013

A useful approach to thinking about your personal finances:

Pay yourself first
Develop a budget
Pay off debts
Start looking for ways to put your money to work
Accept risk, but be careful
Don’t procrastinate
Invest in your home
Invest in your retirement savings
Invest in yourself […]

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