Learn why paying fees for investment advice may be a better choice than relying on “free” advice or commission-based financial advisors. This blog discusses the benefits of unbiased and objective advice, alignment of interests, and transparency, and why it is important to carefully research and choose a well-qualified financial advisor.

Explore the ancient principles of financial wisdom from Bhagavad Gita, Mahabharata, Upanishads, and more. Learn about the importance of contentment, balance, ethical behaviour, fairness, and generosity in managing one’s finances.

Discover the valuable lessons from Warren Buffet’s annual letters and how to apply them to improve your investment strategies. Learn the importance of long-term thinking, value investing, and strong management from one of the most successful investors of all time.

Before you transfer your home loan, learn about the reasons why borrowers do it and what to consider. Find out how a home loan balance transfer can save money on interest and offer better terms, or improve customer service. Know the fees and impact on credit score before deciding if it’s right for you.

Discover the true benefit of hiring a financial advisor beyond potential investment returns. Learn how delegation can lead to time-saving, expertise, informed decision-making, and stress reduction in financial planning.

Understand the importance of reviewing your investment portfolio, considering your investment goals, taking a long-term view, rebalancing your portfolio, not panicking, being patient and consulting a financial advisor.