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Should you pay for financial advice?

And if so, what's a reasonable price?

19th December 2024 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

19th December 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,…

Thinking about choosing boxes for your money?

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

10th December 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!

10th December 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…

Who might be happy after a stock market crash?

and who might be seriously upset?

30th November 2024 Grace, Ian and Robert. Paul Claireaux.

Who might be happy after a stock market crash?

and who might be seriously upset?

30th November 2024

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…

How much Investment risk is right for you?

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

30th November 2024 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.

30th November 2024

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…

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…

How many ways are you unique?

And why is this the key to planning your money?

21st November 2024 How many ways are you unique. Clean. Paul Claireaux

How many ways are you unique?

And why is this the key to planning your money?

21st November 2024

When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…

What makes you financially unique?

and how does knowing this help you design a sound financial life plan?

15th November 2024 What makes you unique. Penguins. Paul Claireaux

What makes you financially unique?

and how does knowing this help you design a sound financial life plan?

15th November 2024

This 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

1st November 2024 A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

1st November 2024

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

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.

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

1st November 2024 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

1st November 2024

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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