Adam Reyneke
Financial Advisor
Adam brings many years of experience in helping clients with their personal finances. He believes helping starts with understanding and understanding starts with listening carefully.
He brings value to clients lives through a combination of his knowledge about the hard stuff (the numbers) and the soft elements (people, their emotions, fears, desires, goals etc.).
When he’s not giving work his attention, he’s helping Maria raise their two kids or riding his mountain bike in the mountains.
He brings value to clients lives through a combination of his knowledge about the hard stuff (the numbers) and the soft elements (people, their emotions, fears, desires, goals etc.).
When he’s not giving work his attention, he’s helping Maria raise their two kids or riding his mountain bike in the mountains.
Maria Reyneke
Client Services
Maria brings a wealth of people and client service experience to the business. She has a deep sense of caring for clients and enjoys hearing about what has been happening in their lives and families.
Adam’s wife and mother of their two children, when she’s not doing all the many things’ clients and the family need from her she’s an avid foodie.
Adam’s wife and mother of their two children, when she’s not doing all the many things’ clients and the family need from her she’s an avid foodie.
The shift from reactive to intentional wealth
There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When your finances are unguided, you spend your time reacting. You react to the unexpected bill, you react to the late fee, and you react to […]
Reclaim your future from debt
If you have ever carried a significant amount of debt, you know that it is rarely just a numbers problem. It is an emotional, social and physiological weight. Whether it is a heavy mortgage, a maxed-out credit card, or a spiralling personal loan, unmanageable debt dictates your mood, limits your choices, and introduces a low-grade […]
The open hand
Have you ever thought about how gratitude could be a key part of your financial strategy? Ken Honda calls it “arigato money”, which we could call “thank you” money. When we are children, the very first lessons we learn about social etiquette revolve around two simple phrases: “please” and “thank you.” We are taught that […]
Will you enjoy the journey?
There’s a traditional approach to financial planning that relies heavily on the maths of your money. A legacy expectation of discussing asset allocation, historic yields, and projected growth. Success can be perceivably forecast with the building of beautiful spreadsheets that show exactly how a portfolio should perform over the next few decades. But a spreadsheet […]
Keeping money in its place
We often look to our investment portfolios for ultimate security. We watch the markets, hoping the numbers will grow large enough to finally give us permission to exhale. This is so common; if you resonate with this, you’re not alone. But relying entirely on a bank balance, risk product or investment portfolio to provide your […]
The opportunity cost of ‘Inbox Zero’
Have you ever started off your day with the intent to mark off everything in your email inbox as ‘Read’? Sometimes, we have this perception that our emails need to be all read and sorted before we can move on to our next task. We are often taught to manage our time with the same […]
Inheritance without instruction
When families who have spent decades building a substantial financial foundation sit down to talk about money, a quiet, often unspoken anxiety usually surfaces. As they look to the future, they worry about the impact their wealth will have on their children. Will the capital empower them to build meaningful lives, or will it remove […]
Designing a frictionless recovery
When we build a financial plan, we naturally spend most of our time looking at the horizon. We focus on the big, exciting milestones: funding a comfortable retirement, selling a business, or leaving a meaningful legacy. We engineer our long-term investments to weather global economic storms. But in doing so, we often neglect the everyday […]
Why “enough” is not a Number
There is a subtle psychological trap that catches almost every successful person we meet. It is rarely discussed in financial textbooks, but it causes more anxiety than a market crash. It is the phenomenon of the moving finish line. It usually starts early in our careers. We tell ourselves, “I will feel secure when I […]
Retiring to something
Have you ever thought about retiring TO something, not just from something? We spend our entire working lives focused on the mechanics of retirement. We build the plans, optimise the tax structures, and monitor the compounding. We plan meticulously for the day the regular salary stops. But we rarely plan for the day the alarm […]
ARE YOU SAVING ENOUGH?
How healthy is your financial plan when it comes to saving and provisioning funds for the future? Digital technology and our diverse economic systems and policies have increased our options both for investment and for risk protection. This is an arena that is constantly changing, growing rapidly and needs to be monitored regularly – which is one reason for having your own financial planner!
WHO DO YOU CHOOSE?
If you have never worked with a financial advisor before, you may find yourself overwhelmed by the choice, confused by the jargon and frustrated at the cost! But in the same way you wouldn't service your own car, it's good to have someone you trust to advise and guide you to make healthy decisions about your wealth.
CREATE WINNING STRATEGIES
Aside from being an expert in the money game and having a keen sense of the conditions and lay of the financial landscape, winning strategies are born inside of a relationship of trust, mutual understanding and a commitment to strive for the same goals. Your financial advisor should bring you peace-of-mind and help you maintain control of your finances.
