November 2020

3 Heuristics That Can Lead to Poor Financial Decisions

Leave a Comment / Blog, Uncategorized / Toni Bremner

Photo by Arif Riyanto on Unsplash When it comes to making decisions, we as humans can be a little lazy. Not because we are purposefully not willing to put in the mental effort, but because our brains are wired to make decisions quickly, based on the information we have available. Psychologists label these cognitive ‘shortcuts’ as heuristics. While heuristics have given us the evolutionary […]

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Everyone is at a different stage in life. Perhaps you have teenage children and need advice on how to pay for their tertiary education. Or maybe you only have two years’ worth of pay cheques left, and need to know how to make sure you can live comfortably in your retirement.

Whatever your requirements, we understand that entrusting someone with your financial future can be scary. You want someone you can rely on, and whose honesty, morals and integrity are beyond reproach. Someone ethical and understanding, who will take the time to fully understand your needs, and then find a solution that meets them.

You also need someone who understands that life is not static. Your circumstances and needs are constantly evolving. This is why effective financial planning should always be a work in progress.