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Achieving more

Why financial planning is not common sense.

and why that's a good thing.

28th November 2024 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

28th November 2024

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

Should you pay for financial advice?

And if so, what's a reasonable price?

11th November 2024 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

11th November 2024

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,…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

1st November 2024 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

1st November 2024

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!

1st November 2024 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!

1st November 2024

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…

How to build an awesome financial plan.

And map it out on one sheet of paper.

30th October 2024 Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

30th October 2024

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?

19th October 2024 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?

19th October 2024

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…

Five reasons we don’t talk about money.

And how to overcome them.

5th October 2024 Elephant in the room.

Five reasons we don’t talk about money.

And how to overcome them.

5th October 2024

A 10 to 20-minute read, depending on your speed. This is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about…

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