PURPOSEFUL WOMEN MEANINGFUL WEALTH

Where Purposeful Women Manage Meaningful Wealth

Most of my clients are smart, successful women, living incredibly busy lives. Many have a secure career, but something has changed for them creating a feeling of uncertainty about their future. They have been earning and saving well but they realise they do not feel confident that their money will provide for them when they need it.

What’s interesting is that it doesn’t matter what’s happening in their life, they often share the same concerns:

  • When can I stop working?

  • Can I maintain my lifestyle?

  •  How can I feel more confident managing my money?

My mission is to create an environment where women are inspired to become more responsible with their money, where they can learn about their financial life while having fun, where they are engaged in the planning without feeling stressed or anxious and where they feel increasingly confident about the financial decisions they are making and they understand how those decisions will impact their life.

Financial Planning Cayman

WHAT I DO

I translate your desires for freedom into concrete goals and I work, as your compass, to help you distinguish between your stated wants and your real needs.

FIND OUT WHAT
Financial Planning Cayman

HOW I DO IT

I will look at your resources today, and the resources that are available to you in the future, and draw a path between that and your goals.

FIND OUT HOW
Financial Planning Cayman

WHY ME?

When looking for a professional to help you implement and stick to an investment plan, remember that you are looking for a relationship to last a lifetime.

FIND OUT WHY

INSIGHTS + EVENTS

It had to happen

A couple of weeks ago Facebook had a market capitalisation of close to $630 billion.  Within two days it had fallen to $505 billion.  A 20% fall is a big move for a company the size of Facebook. FULL STORY

The Weather and the Stock Market

We flew to the UK yesterday for our much anticipated annual trip to see all our wonderful family and friends.  For the past three months social media has been covered with the most beautiful photos of England enjoying the best summer since 1976.  If you are not a Brit, and you have never visited England in the sunshine, honestly, I may be a bit biased, but there is nowhere like England when the sun shines.  The problem is, the sun doesn’t shine that much.  Until 2018, and then it doesn’t stop shining…..right up until the minute the Loxton family set foot on British soil.  And then it rains. FULL STORY

Finding your purpose and living a meaningful life

Sometime ago I came across a letter that Hunter S Thompson wrote in 1958, and it resurfaced in my inbox this week.  The letter was in response to his friends’ request for life advice.

As you might have seen I left my job last week to launch my own wealth management firm.

My Mum (my biggest guide) has always told me that all through my life I have ‘taken things in my stride’.  I am able to dust myself off, get up and keep going.  I have to say though, there have been a few moments in the last week or so…sleep has been patchy and at times, my stomach has felt like it was doing acrobatics.

Coming across this letter again was good timing.  It’s a wonderful reminder of what life is all about, and today, being Saturday, things feel very much back in balance.

FULL STORY

Are you ready to start your journey?

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