Helping Financial Planners Become Better Advisers
Exploring the knowledge, systems, skills and future capabilities required to deliver exceptional financial planning.
Navigating Finance shares practical insights and original thinking on advice practice, technical planning, economics, regulation, technology and the future of financial planning
What is Navigating Finance?
Financial planning is becoming increasingly complex.
Clients face a growing number of decisions involving tax, investments, pensions, trusts, business interests, regulation and emerging technologies. Advisers must continually develop their knowledge while improving the quality of advice they deliver.
Navigating Finance exists to explore what makes a better financial planner through better thinking, stronger technical knowledge, improved client outcomes and continuous professional development.
My areas of interest include:
Client Meetings
Client Journey
Tax
Investments
Economics
Compliance
Technology
Digital Assets
Professional Development
Beyond Financial Planning
I believe that great financial planning starts with understanding people rather than products.
I am passionate about the fields of behavioural finance, lifestyle planning and helping clients align their wealth with what is most important to them. These interests have led me to explore the work of leading thinkers in financial psychology, decision-making and life planning, incorporating these ideas into my conversations with clients and professional development.
This website is a place where I share articles, insights and commentary on financial planning, wealth management, retirement, estate planning and the trends shaping our profession.