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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

Markets and Indexing: What we can learn from human behaviour

Index funds are still here, and here for the long haul. After they were created in 1975 they were ridiculed and declared a fad. But fast-forward to 2024 and US$11 trillion is now invested in index funds, forming the bedrock of our Navigate Portfolios.
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What is F*** You Money?

Humphrey Bogart always kept a $100 bill in his dresser drawer. It meant that no matter the circumstances, he could decline a bad acting job. Having that money set aside was the difference between taking any job he was offered out of desperation versus only accepting roles that were important to him.
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A Cautionary Tale of the Billionaire Who Knew the Price of Everything but the Value of Nothing

Hetty Green mastered the art of building wealth, but missed the opportunity to live well with it. 
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