Recommended Reading

In keeping with our philosophy of putting our client first we always seek to educate our clients in the areas that we feel are important to their future. To this end, we are building up a recommended reading list that, we hope, will make our clients better informed of the financial world around them as they strive to build their own financial plan.

Wealth with purpose

Available now!! 

Wealth With Purpose

By David Andrew

David Andrew is working to change our attitudes to the way we deal with money.  He believes the financial industry is having the wrong conversation with the investing public. By changing the focus from product, price and performance to values, goals, planning and outcomes, he believes investors will get better results and will also be more inspired and fulfilled.  In the end, real success comes from having Clarity around what you want to achieve, from gaining Insight so that you can make smarter decisions, and having a Partnership with the right advisers at the right times to help deal with the challenges we are all faced with as we progress through life.

Wealth with Purpose shares the insights gained from helping hundreds of successful people grow, protect and share their wealth, and underpins David’s unshakeable belief that dealing with our money differently can help us live a live happier, more fulfilled lives.

A Random Walk Down Wall Street







A Random Walk Down Wall Street

By Bernard Makiel

In a time of market volatility and economic uncertainty, when high-frequency traders and hedge fund managers seem to tower over the average investor, Burton G. Malkiel’s classic and gimmick-free investment guide is now more necessary than ever. Rather than tricks, what you’ll find here is a time-tested and thoroughly research-based strategy for your portfolio. Whether you’re considering your first 401(k) contribution or contemplating retirement, this fully updated edition of A Random Walk Down Wall Street should be the first book on your reading list.

Enough: True Measures of Money, Business, and Life

By John Bogle

John Bogle puts our obsession with financial success in perspective. Throughout his legendary career, John C. Bogle-founder of the Vanguard Mutual Fund Group and creator of the first index mutual fund-has helped investors build wealth the right way and led a tireless campaign to restore common sense to the investment world. Along the way, he’s seen how destructive an obsession with financial success can be. Now, with Enough, he puts this dilemma in perspective.

Values Based Financial Planning

By Bill Bachrach

In the grand scheme of things, money’s not that important.  It’s important only to the extent that it allows you to enjoy what’s important to you.  And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations.  If you want to make smart choices about money, based on what is important to you—your core values—“Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy” is for you.

The Behaviour Gap

By Carl Richards

Financial decisions have never been more complex, and yet our ability to make smart financial decisions has never been more important. Over the last 20 years, I’ve spent more than 39,500 hours helping people learn how to make better decisions. I’ve pulled all of those conversations into one book. While I think it’s great, the ultimate test is what you think.

The One-Page Financial Plan

By Carl Richards

Creating a financial plan is overwhelming. Financial books, magazines and websites offer long lists of options that are confusing, convoluted and contradictory.  Carl Richards eliminates that confusion. He gives you The One-Page Financial Plan: 12 clear steps presented on one single page. A simple guideline to getting the financial life you want without ever feeling overwhelmed.

The Intelligent Investor

By Benjamin Graham

The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham’s philosophy of “value investing” — which shields investors from substantial error and teaches them to develop long-term strategies — has made The Intelligent Investor the stock market bible ever since its original publication in 1949.

Coming Soon!

  • Think, Act and Invest like Warren Buffett – David Andrew (Coming in 2016)
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