AI in Personal Finance: Balancing Innovation with Human Expertise

Cast your mind back to the alternative existence that was our life during covid. Were you one of the millions of consumers who had a credit card payment rejected in the Spring of 2020, for no apparent reason? You probably weren’t affected too much, as most of the rejected payments were then approved, so the […]
Does your culture play a part in your investment strategy?

Cultures are responsible for so many differences in virtually all parts of our lives. As a random example, did you know that in Japan slurping noodles is considered a sign of appreciation, not rudeness? Therefore, it shouldn’t surprise us that our cultures also impact our perspectives and strategies regarding investing, which can change dramatically as […]
Tailoring your finances to your stage of life

Managing our finances is a work in progress – what works in our twenties won’t necessarily suit our forties, fifties, sixties or seventies. And that’s why it’s so important to align our financial strategy with our current stage of life. By understanding the different phases, we can build a secure financial future all the way […]