Articles by Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

A 5 to 10-minute read – depending on your speed. This is the second of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And we believe this…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…

How to build an awesome financial plan.

And map it out on one sheet of paper.

Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…

Should you pay for financial advice?

And if so, what's a reasonable price?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

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