Insights

Seven Steps. Paul Claireaux

How to build an awesome financial plan.

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…

What’s the point of financial planning?

Confused people. Paul Claireaux

What’s the point of financial planning?

This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan.

Why is financial planning a secret?

Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

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…

Why would you want to get in the Flow?

Get in the flow

Why would you want to get in the Flow?

If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. This is a 5 to 10-minute read, depending on your speed.

What makes you financially unique?

What makes you unique. Penguins. Paul Claireaux

What makes you financially unique?

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?

How many ways are you unique. Clean. Paul Claireaux

How many ways are you unique?

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…

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