Brynn Diesel - Independent Financial Planning Partner at Adviceworx

Brynn Diesel - Independent Financial Planning Partner at Adviceworx Professional financial advice and coaching that you can count on.

Financial planning is about taking the complex and simplifying it to create a road map that you can understand and trust to help you get to where you want to be.

23/06/2026

I’m writing this from Cape Town this week, sitting on the sidelines of a rugby tour with my 11-year-old. 🏉

​The whole family is down here to support him, which meant packing for a week-long trip where we’re trying to split time between work (for me anyway 😂), the matches, and a bit of family holiday time.

​When you're trying to balance all of that, it is easy to overthink things and completely overpack the luggage. You end up carrying heavy bags full of stuff you won't even unzip.

​It’s interesting how often we do the exact same thing with our finances.

​We think that to have a proper plan with our finances, we need to be doing absolutely everything all at once. We think we need a complex investment setup, five different savings structures, and total certainty before we can even begin.

​But trying to carry everything at the same time just causes paralysis.

​Progress comes from stripping away the noise and looking at your immediate essentials.

​What are the actual things your family needs right now? What are the things you need to feel secure in your plan right now?

​It might be ensuring that your short-term safety net is secure. Or like for me, simply knowing that if something happened to me tomorrow, my family would be okay.

​You don't need a massive, over-complicated checklist to be moving in the right direction. You just need to focus on the core pieces that keep you moving forward. ☕

19/06/2026

💭 Friday Thought

​A few plans I’ve been working on recently with various families have centered around big life transitions where nobody has all the answers just yet.

​It's a completely natural reaction to feel frozen when you can't see every single step ahead of you.

​But you don't need everything to be perfect to protect your family's future.

​When you focus entirely on the noise you can't change or try to fix everything at the same time, it just causes anxiety. ​When you break it down into practical steps that you can actually control, suddenly things start to fall into place.
​Sometimes you just need a helping hand with that.

​As we head into the weekend, take a step back from trying to figure out the next ten years all at once. ​Turn off the news, leave the unanswered questions behind, and enjoy the break.

​Have a great weekend everyone 👌

17/06/2026

It’s easy to catch ourselves saying, "I’ll get serious about a plan once things finally settle down." 🛑

​We find ourselves waiting for the perfect time, a stable interest rate environment, or complete predictability at work before making any big decisions.

​But if the last few years have shown us anything, it’s that waiting for certainty is an illusion.

​The world doesn't pause its volatility just because we want to make a move. Markets fluctuate, policies shift, and life is always going to throw unexpected curveballs.

​If you delay mapping out your future until everything looks flawless, you might find yourself waiting forever.

​The purpose of a plan isn't to predict the future with 100% accuracy anyway.

​It’s simply to build a structure sturdy enough to handle the unpredictability when it happens.

​Sometimes, we need to let life move without perfection. And while it is important to "keep an eye on things", control what you can and pay less attention to what you can't ☕

​What is one small thing you can take charge of this week?

12/06/2026

💭 Friday Thought

​A few plans I’ve been working on recently with various clients have brought up the conversation around the costing of different investment solutions.

​It is a completely fair point to look into, but it always highlights a really important perspective when we look at the bigger picture.

​The cheapest option has very little to do with your actual life goals.

​If your target is to outperform inflation by 4% or 5% so you can safely retire, buy that home, or protect your family, then the cost of a fund shouldn't be the only thing dictating your decision.

​You want to use the absolute best tools equipped to get you to the finish line. If a specific tool costs a tiny bit more but gives you a significantly better chance of hitting your milestone, that is a trade-off worth making every single day - in my opinion at least.

​As we head into the weekend, remember that a plan isn't about finding the lowest price tag. It's about finding the path that actually gets you where you want to go.

​Have a great weekend everyone 👌

11/06/2026

We’ve been conditioned to believe that financial planning is simply a game of beating the market. 📈

​We picture walking into a corporate office to meet with a guy (or gal) in a suit or jacket, who pulls up complicated graphs and tells you about the best funds in the market.

​(Now, I’d like to think my office is "fancy" enough... 😂 but that’s where the similarities end.)

​Because the truth is, picking investments and chasing returns is only a tiny fraction of the picture.

​We leave the heavy market tracking and fund picking to the incredible portfolio managers and investment teams who specialize in exactly that. They are the technical engine.

​But financial planning? That is about people. It’s about conversations, human transitions, and actual life goals.

​A top-performing fund loses its meaning if it doesn't align with how you want to live your day-to-day life. It's about having the confidence to walk away from a toxic work environment, or the room to fund a sudden passion project without looking over your shoulder. It’s about being able to support a family member in need when life happens, and trading market anxiety for true peace of mind.

​Sometimes, we need life to come before money. And while it is incredibly important that your money works for you, the ultimate goal is getting to a point where it doesn't control you. ☕

​How are you designing your life this week?

10/06/2026
10/06/2026

This week at BNI Thrive, we had the privilege of hearing a truly inspiring and informative presentation by Anne-Lise Bollaert Davies on "The Lilyfontein Difference."

It was wonderful to learn how Lilyfontein School takes a unique and adventurous approach to education, creating opportunities for learners to grow, explore, and challenge themselves. Their focus goes beyond academics, helping to build confidence, resilience, leadership skills, and a love for learning that will serve students well into the future.

Thank you, Anne-Lise Bollaert-Davies, for sharing your passion and giving us a glimpse into how Lilyfontein is shaping the confident future leaders of tomorrow. What an incredible school with a truly refreshing approach to education!

09/06/2026

What do financial planners actually do all day?

If you asked most people, I suspect the answer would be something along the lines of:
"Pick investments."
"Watch the markets."
"Recommend products."
And yes, those things do form part of the job.

But at the moment, for example, I'm spending time helping one client decide whether buying a new vehicle makes sense and, if so, which vehicle might be the right fit for their them.

I'm helping two families navigate a job change and the decisions around preserving retirement funds.

I'm helping three different families work through the loss of a loved one and all the financial decisions that come with it.

And I'm helping somebody start planning for a retirement they weren't expecting quite yet due to a change in professional circumstances.

When I look at the conversations taking place, the products, investments and numbers are certainly important. But they're only one part of a much bigger conversation.

Life does not always "follow the rules" so we need to be adaptable. That is what I love about our profession. We get to make a REAL difference when things can seem overwhelming.

05/06/2026

💭 Friday Thought

It's funny how often we spend time planning for the next holiday, the next vehicle, the next home improvement project or the next career move...

But very rarely stop to ask ourselves what we're actually working towards.

Sometimes a little clarity on the destination makes the financial decisions a lot easier.

Have a great weekend everyone 👌

04/06/2026

In reality, most of the important conversations I have with clients aren't really about investments, tax or products.

But it often takes a while to get to that point.

Many people walk into my office expecting that we're going to spend our time talking about a policy, an investment, a return, or a product recommendation. In fairness, that's often what they've experienced before, so it's understandable.

The conversation usually starts with people, relationships, family, careers, lifestyle and goals.

What are you trying to achieve?

What does a successful future look like to you?

What are you working towards?

Only once we've explored those questions does it really make sense to start talking about money, investments and financial solutions.

Because in my experience, the life decisions should lead us to the financial decisions, not the other way around.

The purpose of a financial plan isn't to build your life around products and investments. It's to use products and investments to support the life you're trying to build.

And that's why some of the most meaningful conversations in financial planning have very little to do with money at all.

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