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Building trust in intergenerational financial planning

Building trust in intergenerational financial planning

by Becca Timmins | Jun 24, 2024 | Financial Planning, Thinking Environment

This is the first in a series of three posts, where I consider the challenges of intergenerational conversations and how we can facilitate them more effectively for better outcomes. Links to the other two posts can be found at the end.   The baby boomers are...
A taste of transformation

A taste of transformation

by Becca Timmins | Jun 15, 2024 | Financial Planning, Thinking Environment

It’s difficult to put into words the profound experience of truly thinking for yourself, uninterrupted.  Experiencing it first hand though, is something entirely different – it leaves people buzzing with excitement about incorporating this pioneering...
Let’s rebrand and rethink New Year’s resolutions!

Let’s rebrand and rethink New Year’s resolutions!

by Becca Timmins | Apr 5, 2024 | Leadership and Culture

January is a stupid time to plan fresh starts isn’t it? It’s dark, it’s cold, it’s the time of year when our bodies have evolved to slow down and conserve energy. And yet what do we do? We get to December and set ourselves ridiculous targets for the New Year. We...
Choosing a career in Financial Planning?

Choosing a career in Financial Planning?

by Becca Timmins | Mar 11, 2024 | Financial Planning, Thinking Environment

The work of NextGen Planners, alongside Universities offering Financial Planning degree courses now, means that there is a whole new generation of Financial Planners entering the industry.  Younger people deliberately making the career choice from the off! How weird...
AI – threat or opportunity for Financial Planning?

AI – threat or opportunity for Financial Planning?

by Becca Timmins | Mar 11, 2024 | Financial Planning

Financial advice is facing new competition. Advancing Artificial Intelligence (AI) means that it really won’t be long before we can tap our situation into an app, and it will tell us how to invest our money to meet our objectives tax efficiently.   In fact, I heard...
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