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Plan your Life

Should you pay for financial advice?

And if so, what's a reasonable price?

24th January 2025 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

24th January 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,…

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.

How to be less busy

and achieve more of what *really* matters to you

12th October 2020

How to be less busy

and achieve more of what *really* matters to you

12th October 2020

Who wants to be – a less busy bee? Lots of us do, so let’s explore how to achieve more of what matters to us – without getting frazzled on the way?

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