Plan your Life

How much Investment risk is right for you?

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

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.

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…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

Four More Ways to Filter. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

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.

Should you pay for financial advice?

And if so, what's a reasonable price?

Lost. New. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

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,…

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

and how to overcome these blocks.

Lone Elephant. Paul Claireaux

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

and how to overcome these blocks.

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…

What makes you financially unique?

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

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?

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?

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?

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 REALLY matters to you?

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

Achieve more of what matters to you

What REALLY matters to you?

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

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

How to be less busy

and achieve more of what *really* matters to you

How to be less busy

and achieve more of what *really* matters to you

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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