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Plan your Life

Should you pay for financial advice?

And if so, what's a reasonable price?

6th July 2025 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

6th July 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,…

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 many ways are you unique?

And why is this the key to planning your money?

8th June 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?

8th June 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…

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…

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

8th March 2025 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?

8th March 2025

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…

What REALLY matters to you?

Here's a funny but powerful way to think about it

17th February 2025 Achieve more of what matters to you

What REALLY matters to you?

Here's a funny but powerful way to think about it

17th February 2025

So what really matters to you? Let’s have a think with this wonderful – and funny – story on the meaning of life

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