A professional person said to me some three months ago, “the problem with you financial guys is that all you are interested in is money”. I paused, then asked him to hear me out for a few minutes whilst I explained this couldn’t be further from the truth.
I explained how his statement was the antithesis of our messaging at Blue Sky and how we work. The reality is that we encourage all our clients to enjoy their money whilst they have good health. Financial Planning is so much more than just the numbers. To finish, I said it’s a privilege to look after anyone’s money, and we like to think we demonstrate this at every turn.
My retort was met with silence.
The very same person has now referred two new clients to us.
So, what’s the reason for sharing this? Well, simply put, it got me thinking about how we all place convenient labels on things, based on previous experiences. Our scars and our adverse exposure can limit our thinking. We all know it’s dangerous to judge a book just by its cover.
This leads me nicely to a book I read on holiday recently, The Five Types of Wealth by Sahil Bloom. An excellent read that resonates with the Blue Sky mantra.
Bloom talks about how people who focus just on wealth and the accumulation of money are walking a perilous path at the expense of the other types of wealth:
- Time wealth
- Social wealth
- Mental wealth
- Physical wealth
“The war you wage by concentrating on money as your end goal is a war on happiness, fulfilment, loving relationships, purpose, growth and health. When we add in financial wealth, it’s the relationships across them – the interplay and prioritisation – that are critical in building a comprehensively fulfilling existence.”
Sure, at Blue Sky we measure wealth, but we see it as our responsibility to ensure fulfilment is the number one outcome we strive to deliver above anything else.
Best wishes,
Gary
Gary Neild B.Sc.Hons. DipIP PFA
Chief Executive Officer (CEO)
Risk warning
Please Note: This communication should not be read as giving specific advice regarding your personal circumstances. This would only be given following detailed assessment of your individual needs. The value of investments may fall as well as rise; you may get back less than invested. Past performance is not necessarily a guide to future returns.
