Achieving more

Why financial planning is not common sense

And why that’s a good thing!

Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

And why that’s a good thing!

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 is a reasonable price?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what is 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,…

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

How hard can it be to create a financial education library. Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…

Could a focus on financial education make you happier, and more motivated at work?

And how could it make your clients and their families happier too?

Booker T. Lift up someone else. Paul Claireaux

Could a focus on financial education make you happier, and more motivated at work?

And how could it make your clients and their families happier too?

A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…

Thinking about choosing boxes for your money?

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

Sagan. Keep an open mind. 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…

Five reasons we don’t talk about money

And how to overcome them

Elephant in the room. Paul Claireaux

Five reasons we don’t talk about money

And how to overcome them

This (10 to 20-minute read) is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, 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 money, whether…

Why financial education is key for employers

And three ways to ensure that yours is the best

Financial Education is essential in business. Paul Claireaux

Why financial education is key for employers

And three ways to ensure that yours is the best

If you’re an employer, HR manager, or an affinity group leader, this is for you. In this post I’ll explore why financial education is key to people’s well-being in the workplace. I’ll also outline a simple (ABC) checklist to help you test whether your education programme is one of the best. This is a 10…

Well-being is a skill

and we can enhance it, quickly in some areas.

Elements of your well-being

Well-being is a skill

and we can enhance it, quickly in some areas.

A few years ago, (Sept 2015) I had the pleasure of a trip to a London Theatre to hear experts present their research on well-being – and discuss what it means with the Dalai Lama.

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