Articles by Paul Claireaux

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…

The first two factors to consider when investing.

that you must never forget.

The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

The two most important factors to consider when investing

that you must never forget.

Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

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…

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…

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…

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…

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