Building Out a Retire-Early Portfolio of Wealth

Want to form a lasting bond with people? Talk to them about their health, their kids or their wealth.

One of the joys of working in investing is that you form relationships. And as people begin to trust you, they share their stories, hopes and dreams about wealth.

Some of these stories hit you out of the blue. They’re not what you expect.

The other week, I had coffee in the sun with a hardworking professional. I’ve known him over the course of a year. He’s done very well in his job. He owns a stake in his firm. Well-regarded by clients. A nice guy. Genuine.

But he’s giving it up. He tells me that the intense pressures of the role had been impacting his mental health for a long time.

Mental health affects your relationships. With your family. With your friends.

On a scale of life importance, health is much more important than wealth…

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Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios. Simon is a shareholder of Wealth Morning.


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