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Aligning Wealth with Purpose

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As life hurries along at the frenetic pace that so many of us experience every day, our financial footing can sometimes slip out of rhythm with our aspirations and desired lifestyle. Many of us might find ourselves at a crossroads where the financial paths carved out years ago no longer align with current or evolving personal goals and values.


Changes in career, family dynamics, or personal ambitions can significantly alter what we need and want from our financial strategies. At Bespoke Financial Services, we understand that your financial journey is dynamic, influenced by both life’s planned events and unexpected twists. 


Our approach goes beyond traditional wealth management; we strive to ensure that your financial plan moves in harmony with your life's ever-changing landscape, supporting not just your future dreams but also your present realities.


George Kinder, often referred to as the father of life planning, poses three profound questions that can help us align our financial decisions with our life's purpose:


  1. If you had all the money you needed, how would you live your life?

  2. If you knew you only had 5-10 years left to live, what would you do differently?

  3. If you learned you only had 24 hours to live, what would you regret not doing?


These questions invite us to look beyond mere numbers and consider the essence of what truly matters to us. As Kinder explains, "The questions are a way to get to the heart of what's important to you, to articulate your deepest and most profound goals."


In his book "The Number: A Completely Different Way to Think About the Rest of Your Life," Lee Eisenberg argues that focusing solely on a financial target often misses the point. He writes, "The Number is shorthand for self-delusion, a spurious sense of financial security, a way to keep midlife's demons at bay." 


Instead, Eisenberg suggests that we should focus on the life we want to lead and then align our financial strategies to support that vision.


This approach to financial planning is particularly crucial during life's major transitions - starting a family, changing careers, or preparing for retirement. Each of these phases presents an opportunity to reassess our priorities and ensure our financial decisions are in harmony with our evolving goals.


Consider the shift in perspective when planning for retirement. Rather than fixating on a specific savings target, we might ask ourselves: What kind of life do I want to lead in my later years? How can I use my resources to create a sense of purpose and fulfilment? This mindset transforms retirement planning from a numbers game into a creative process of life design.


At Bespoke Financial Services, we see our role as choreographers, helping you to create a financial strategy that moves in perfect sync with your life's aspirations. We understand that your financial journey is not just about reaching a destination, but about the experiences, growth, and impact you create along the way.


So, we invite you to pause and reflect. Are your financial decisions in step with your personal values and life goals? Are you dancing to a rhythm that truly resonates with your soul?


Remember, in the grand performance of life, you are both the choreographer and the principal dancer. Let's create a routine that expresses your unique vision and values, making every step count towards a future that truly inspires you.


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If you're ready to ensure that your wealth is working in harmony with your purpose, we're here to help. Together, we can craft a financial strategy that not only secures your future but enriches your present, allowing you to lead a life that's not just prosperous, but profoundly meaningful.

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Johannesburg Branch:

167 Barry Hertzog Avenue
Emmarentia

Johannesburg

South Africa
2195

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