How do YOU split the bar bill?
Whatever you do - don't try this!
17th May 2025
How do YOU split the bar bill?
Whatever you do - don't try this!
17th May 2025In this classic funny story, we learn the limits of (so-called) progressive tax systems.
Behavioural Traps
Why financial planning is not common sense.
and why that's a good thing.
12th April 2025
Why financial planning is not common sense.
and why that's a good thing.
12th April 2025A 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…
How much Investment risk is right for you?
Part one (of three): Sorting out the basics.
4th April 2025
How much Investment risk is right for you?
Part one (of three): Sorting out the basics.
4th April 2025A 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.
4th April 2025
The first two factors to consider when investing.
that you must never forget.
4th April 2025A 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.
4th April 2025
The two most important factors to consider when investing
that you must never forget.
4th April 2025(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)…
Why would you want to get in the Flow?
and 10 ways to tell when you're in it
29th March 2025
Why would you want to get in the Flow?
and 10 ways to tell when you're in it
29th March 2025If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. This is a 5 to 10-minute read, depending on your speed.
Should you pay for financial advice?
And if so, what's a reasonable price?
14th March 2025
Should you pay for financial advice?
And if so, what's a reasonable price?
14th March 2025If 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 makes you financially unique?
and how does knowing this help you design a sound financial life plan?
4th March 2025
What makes you financially unique?
and how does knowing this help you design a sound financial life plan?
4th March 2025This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.
How to choose the right boxes for your money.
Introducing a checklist you'll never forget
22nd February 2025
How to choose the right boxes for your money.
Introducing a checklist you'll never forget
22nd February 2025A 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 ways to choose good boxes for your money
Exploring the first half of the FILTRATE checklist
22nd February 2025
Four ways to choose good boxes for your money
Exploring the first half of the FILTRATE checklist
22nd February 2025A 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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