The Bettr Blog

The Man from Del Monte Says – Yes!

Jun 28, 2023 | Brett Investment, Client Service, Coaching, Family, Happiness, Jeremy Brett, Life is short, Your best life

It’s maybe this time of year (with the Brett family summer holiday imminent) but I find myself moving into introspection mode.

In truth, I’ve been thinking about this for a while so I wanted to take a moment to reflect on the power of memorable TV adverts from the past and how they can unexpectedly inspire us.

Do you remember the classic slogans like “If only everything in life was as reliable as a Volkswagen” and Audi’s iconic “Vorsprung durch Technik”?

For me, however, it was the suave silver-haired man from Del Monte who always left a lasting impression. And while our white hair may be something we have in common, there’s something else I’d like to share with you today.

As someone who helps you make sense of your investments and money anxieties increasingly I have noticed a shift in my focus towards a different kind of investment – one that holds equal if not greater importance – and that’s investing in your life and saying “yes” to you spending more of your money on creating memories.

In our pursuit of financial stability and security, we often become consumed by the need to accumulate wealth and possessions.

In our younger years it is crucial to prioritise saving and investing, but as we go, and assuming we have maintained some good habits along the way, we start to see life differently and get to consider ‘what else’ might be possible.

As specialists in retirement planning, this is a conversation we often have. Yet, we frequently encounter caution or reluctance from our clients when it comes to embracing this mindset shift.

Your best life

Imagine a world where you have the freedom (and permission) to spend your hard-earned money on living life exactly as you want. Picture doing more of the things you truly enjoy, surrounded by the people you love.

Wouldn’t that be utopia?

Your best life, however, isn’t always lived.

Spending your own money, especially capital, can be hard.

I’ve noticed clients often seek reassurance or even permission before pursuing a long-awaited possibility.

And even when fully costed out things can get a little bumpy.

Fear of the unknown creeps in, and stepping outside the comfort zone becomes daunting. We refer to this as “background anxiety” in our office—not to diminish its significance, but to acknowledge that it’s a common experience. Many clients have been conditioned by their upbringing, societal norms, and past advice to associate spending with negative emotions. These deep-rooted money mindsets act as self-limiting beliefs, restraining them from taking action and living their best lives.

While we can crunch the numbers and provide financial projections, often, what’s truly needed is just plain permission to spend.

“The Man from Del Monte”

And just like him I get to say “yes”!

It is my privilege to give clients the green light and encourage them to do more – especially whilst they can!

We only get one shot at it…

Remember, financial planning is not just about numbers; it’s about enhancing the overall quality and pursuit of your best life.

My role – as your financial planner – is to help you see beyond the self-imposed limitations your mind may create and help find your “sweet spot,” so you can strike a balance between financial responsibility and the exciting pursuit of your (and your family’s) dreams.

The Man from Del Monte has given you his blessing, and especially in this holiday season, so do I!

Disclaimer: This document is intended for informational purposes and no action should be taken or refrained from being taken as a consequence of it without consulting a suitably qualified and regulated person.  It does not constitute financial advice under the terms of the Financial Services and Markets Act 2000. It is not an offer to sell, or a solicitation of an offer to buy, the instruments described in this.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than its original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.