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Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

25th November 2025 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

25th November 2025

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.

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

4th November 2025 Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

4th November 2025

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

Should you pay for financial advice?

And if so, what's a reasonable price?

26th August 2025 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

26th August 2025

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,…

How many ways are you unique?

And why is this the key to planning your money?

18th August 2025 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?

18th August 2025

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?

8th June 2025 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?

8th June 2025

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 much Investment risk is right for you?

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

4th April 2025 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.

4th April 2025

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.

4th April 2025 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

4th April 2025

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.

4th April 2025 Two most important factors for investing. Paul Claireaux

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)…

How to build an awesome financial plan.

And map it out on one sheet of paper.

8th March 2025 Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

8th March 2025

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…

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