Journal · page 8
Notes on money, borders & long-term thinking.
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14 Oct 2024
Why I prefer conversations over fancy tech
Let’s face it–financial planning can be a dry topic. When you start throwing around words like “compound interest,” “asset allocation,” or “diversification,” most people’s eyes start to glaze over. So, while I could...
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7 Oct 2024
Moving abroad? Let’s talk about that knot in your tummy.
That feeling in the pit of your stomach when you’re about to make a life-changing decision – I know it well. As someone who’s moved between countries multiple times and now helps others do the same, I’ve become...
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16 Sept 2024
Heart health and your money
Having spent some wonderful years in South Africa, I’ve come to appreciate not just the rich culture and landscapes, but also the importance of health awareness, especially when it comes to heart health. September is...
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9 Sept 2024
Planning for caregiving
As our loved ones age, many of us will find ourselves stepping into the role of caregiver, a role that can be both rewarding and challenging. The transition into caregiving often comes with many questions: How can I...
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19 Aug 2024
Need a nudge?
As an international financial planner licensed in the UK, US, France, and South Africa, I’ve had the privilege of working with expats and global citizens from diverse backgrounds. This experience has shown me that...
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5 Aug 2024
Purpose, Priorities, Planning and Progress
True financial wealth isn’t just about hitting specific monetary targets. It’s about crafting a life where your resources are aligned with your values and aspirations, leading to a sense of fulfilment beyond the bank...