Journal · page 9
Notes on money, borders & long-term thinking.
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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...
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22 Jul 2024
Back to basics
Here’s the thing about financial planning–whether you’re living in France, or juggling assets and obligations in the UK, US, or South Africa–it’s not as complicated as it sounds. I often find that it all comes back...
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15 Jul 2024
One size never fits all
Picture a bustling farmer’s market, with stalls brimming with colourful produce, freshly baked bread, and all sorts of artisanal goods. Each stand offers something different–whether it’s a perfectly ripened tomato or...